Regulatory disclosures and information that may be of interest to our clients or potential clients.Anti-bribery and Corruption Statement<\/strong> Important Information Regulatory disclosures and information that may be of interest to our clients or potential clients.Anti-bribery and Corruption StatementSarasin UK Group commitment to The Bribery Act 2010.Download policyAnti-Financial Crime Policy StatementThe Sarasin UK Group's commitment to fighting financial crime.Download statementComplaints ProcedureMaking a Complaint - A Guide for Clients provides more information if you are...<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"coauthors":[8],"class_list":["post-2538","page","type-page","status-publish","hentry"],"yoast_head":"\n
Sarasin UK Group commitment to The Bribery Act 2010.Download policy<\/a>Anti-Financial Crime Policy Statement<\/strong>
The Sarasin UK Group's commitment to fighting financial crime.Download statement<\/a>Complaints Procedure<\/strong>
Making a Complaint - A Guide for Clients provides more information if you are dissatisfied with our service.Download procedure<\/a>Conflicts of Interest Summary<\/strong>
Outlines the conflicts of interest that impact the Sarasin UK Group, and how we manage them.Download summary<\/a>Consumer Duty
<\/strong>This webpage outlines how we set out to help our clients make informed investment decisions in Sarasin products.Read more<\/a>Discretionary Investment Management Services Terms of Business<\/strong>
This document lays out our terms of business related to discretionary investment management services.Download Terms of Business<\/a>Execution Policy<\/strong>
Sets out how we transact deals on our clients' portfolios to achieve the best possible result.Download policy<\/a>Engagement Policy - SRD II policy disclosure<\/strong>This policy sets out Sarasin & Partners' engagement principles in respect of the companies in which it invests.Download policy\u00a0<\/a>GDPR and special category data<\/strong>
This document explains what special category data is under the EU General Data Protection Regulation, and why we may need it.Download document<\/a>Index disclaimers<\/strong>
This document provides further information about the indices we use for benchmarking.Download disclaimers<\/a>Individual Savings Account Terms of Business<\/strong>
This document outlines the terms that govern our provision of an ISA account to our clients.Download Terms of Business<\/a>Information Security
<\/strong>ISO\/IEC 27001:2022 is the most widely recognised standard for managing information security and demonstrates Sarasin & Partners' commitment to protecting data, ensuring compliance and building stakeholder trust.Download the certificate<\/a>Modern slavery act transparency statement
<\/strong>This document outlines the steps we have taken to combat slavery and human trafficking.Download statement<\/a>Online Portal Terms<\/strong>
This document outlines the terms that govern the use of our online reporting services.Download portal terms<\/a>MIFIDPRU 8 Disclosures<\/strong>This document sets out the public disclosures required under the Investment Firms Prudential Regime for Sarasin & Partners LLP and Sarasin Asset Management Limited.Download document<\/a>Portfolio Risk Warnings<\/strong>
This document summarises the general nature of some of the risks associated with specific types of investments that we may deal in, and transactions that we may carry out, on behalf of discretionary client portfolios.Download warnings<\/a>Sarasin Investment Funds Remuneration Policy<\/strong>
This document provides a summary of Sarasin Investment Funds' remuneration policies.Download policy<\/a>Sarasin Irish Funds Excess Reportable Income<\/strong>
These documents may be useful for UK taxpaying clients who are, or were invested in our Irish funds.Download Sarasin Unit Trusts ERI Report - 2024<\/a>Download Sarasin Unit Trusts ERI Report - 2023<\/a>Download Sarasin Unit Trusts ERI Report - 2022<\/a>MPS Terms and Conditions for Financial Advisers
<\/strong>This document outlines that terms and conditions for financial advisers relating to model portfolio servicesDownload document<\/a>UK Stewardship Code Report
<\/strong>This document explains how we comply with the 2021 Stewardship Code on behalf of our clients for all our holdings globally, to meet both FRC and FCA\/SRD II requirements.Download report<\/a>Tax Strategy<\/strong>
This document explains Sarasin & Partners' tax arrangements.Download policy<\/a>Telephone Calls<\/strong>
Please note that in accordance with regulatory requirements and industry practice it is Sarasin & Partners' policy to record all telephone calls.<\/p>\n\t\n\n\n","protected":false},"excerpt":{"rendered":"