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Important information

In rendering investment management services, Sarasin Asset Management (SAM) uses the resources of its affiliate, Sarasin & Partners LLP (S&P) which is a US Exempt Foreign Reporting Adviser (together, the Group). SAM has entered into a Memorandum of Understanding (“MOU”) with S&P to provide certain resources to clients of SAM. The Regulatory policies within this site are group policies which apply to both S&P and SAM.

Anti-bribery and Corruption Statement

Sarasin UK Group commitment to The Bribery Act 2010.

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Complaints Procedure

Making a Complaint – A Guide for Clients provides more information if you are dissatisfied with our service.

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Conflicts of Interest Policy

Outlines the conflicts of interest that impact the Sarasin UK Group, and how we manage them.

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Discretionary Investment Management Services Terms of Business

This document lays out our terms of business related to discretionary investment management services for Sarasin Asset Management clients.

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Execution Policy

Sets out how we transact deals on our clients' portfolios to achieve the best possible result.

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GDPR and special category data

This document explains what special category data is under the EU General Data Protection Regulation, and why we may need it.

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Index disclaimers

This document provides further information about the indices we use for benchmarking.

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Individual Savings Account Terms of Business

This document outlines the terms that govern our provision of an ISA account to our clients.

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Online Reporting Terms

This document outlines the terms that govern the use of our online reporting services.

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Pillar 3 Disclosures

This document provides regulatory disclosures on risks impacting the business, risk management and capital.

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Portfolio Risk Warnings

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.

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Regulatory Technical Standard 28 Disclosure

This document contains the annual disclosure of information required by the Regulatory Technical Standard 28 of the MIFID II regulation, and sets out to explain how we have achieved best execution for our clients.

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Remuneration Policy Disclosure

This document provides a summary of Sarasin's remuneration policies.

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Telephone Calls

Please note that in accordance with regulatory requirements and industry practice it is Sarasin & Partners' policy to record all telephone calls.

Contact Caroline Wells Head of Compliance
Caroline Wells
Website policies

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