Legal and regulatory

The UK Stewardship Code

We report on the requirements and guidance for the UK Stewardship Code. Under the revised Code, we produce two reports, one on policy and context and the other focused on activities and outcomes.

Read the Policy and Context report here, read the Activities and Outcomes report here.

TCFD Report

Evelyn Partners 2024 TCFD Report is available to view and download here.

Order Execution Policy

Evelyn Partners maintain the below order execution policies as required under FCA rules for group entities:

• Evelyn Partners*

• Bestinvest

A list of execution venues on which the group entities place significant reliance is included as an appendix to each policy.

*excluding Bestinvest

Top 5 Execution Venues – Annual Report

The Annual Report for 2020 can be provided upon request.

Legal Entity Identifiers

The LEIs are available to view here.

Group tax strategy

The Group tax strategy can be downloaded as a PDF here

MIFIDPRU Public Disclosure for the year ended 31 December 2024

The document can be downloaded here.

Sustainable Disclosures

You can view our Sustainable Disclosures here. 

You can find our Evelyn Partners Investment Management (Europe) Limited Principal Adverse Sustainability Impact statement here