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Home _ Compliance Documents
  • Home
  • About
    • The Team
    • Corporate Social Responsibility
    • Charity & Community
    • Resources
  • Funds
    • MI Chelverton UK Equity Income Fund
    • MI Chelverton UK Equity Growth Fund
    • MI Chelverton European Select Fund
    • MI Chelverton UK Opportunities Fund
    • Chelverton Select Consumer Staples Fund
    • FS Chelverton Global Technology Fund
    • FS Chelverton Thyra Fund
    • Chelverton UK Dividend Trust PLC
    • The Investment Company
  • Responsible Investing
    • Responsible Investing Resources
  • Contacts

Compliance Documents and Policies

Compliance Documents

MIFIDPRU 8 – Disclosures 2024

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Order Execution Policy

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Legal and Cookies

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Complaints Handling Policy

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Conflicts of Interest

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Chelverton Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in England. Company number: 03429348.
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It is very important that you read this information before proceeding, as it explains certain legal and regulatory restrictions applicable to any investment in our products and services.

By clicking the ‘Accept’ button, you acknowledge that the information below has been brought to your attention and that you are a Professional Investor as defined under applicable legislation AND that you are NOT a US person.

By clicking the ‘Accept’ button, you confirm that you understand that all funds are not suitable for all types of clients nor available in all jurisdictions. You understand that the information provided is for informational purposes only and does not constitute a solicitation or investment advice.

By clicking the ‘Accept’ button, you confirm that you have the investment knowledge and experience, including understanding the risks associated with investment products and other qualifications required under applicable rules in your jurisdiction.

This website should not be regarded as an offer or solicitation to conduct investment business, as defined by the Financial Services and Markets Act 2000 in any jurisdiction other than the United Kingdom (UK). Investors who are resident in or are citizens of jurisdictions other than the UK may be subject to local restrictions.

Residents of the United States of America are not permitted to access this website. Where this is applicable you must leave this site immediately. The information contained within this website is not for distribution outside the UK. This website is for residents of the UK only. It is intended for use by our Product Marketing Partners and other Regulated Professionals. If you are not resident in the UK you are not authorised to view this website and you must leave immediately.

The information on this website has been obtained from sources that Chelverton Asset Management Limited believe to be correct at the date of publication, but no warranty of accuracy is given. Under no circumstances should this information or any part of it be copied, reproduced or redistributed.

We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our website. Any opinions expressed are our judgment at the time of writing and are subject to change without notice. By proceeding you agree to the exclusion by Chelverton Asset Management Limited of any liability in respect of any errors or omissions by Chelverton Asset Management Limited and any other relevant third parties.

Past performance is no guarantee to the future performance of investments. The value of investments and the income derived from them may fluctuate and you may not get back the amount originally invested.

Currency movements may also affect the value of investments. The products and services referred to on this website may not be suitable for all investors. If you are unsure as to whether the investments described in this site are suitable for you, we strongly recommend you seek professional advice from an Independent Financial Adviser. We do not offer tax advice and we recommend that all tax queries are directed at a professional of such expertise.

The contents of this website have been approved for issue in the United Kingdom by Chelverton Asset Management Limited, which is authorised and regulated by the Financial Conduct Authority.

By continuing to access this website, you agree to our terms and conditions as stated.

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