Important Information
Regulatory disclosures and information that may be of interest to our clients or potential clients.
Anti-Financial Crime Policy Statement
The Sarasin UK Group’s commitment to fighting financial crime.
Anti-Financial Crime Policy Statement
Complaints Procedure
Making a Complaint – A Guide for Clients provides more information if you are dissatisfied with our service.
Download procedure (excluding Ireland)
Conflicts of Interest Policy
Outlines the conflicts of interest that impact the Sarasin UK Group, and how we manage them.
Discretionary Investment Management Services Terms of Business
This document lays out our terms of business related to discretionary investment management services.
Execution Policy
Sets out how we transact deals on our clients' portfolios to achieve the best possible result.
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.
Index disclaimers
This document provides further information about the indices we use for benchmarking.
Individual Savings Account Terms of Business
This document outlines the terms that govern our provision of an ISA account to our clients.
Online Reporting Terms
This document outlines the terms that govern the use of our online reporting services.
MIFIDPRU 8 Disclosures
This document sets out the public disclosures required under the Investment Firms Prudential Regime for Sarasin & Partners LLP and Sarasin Asset Management Limited.
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.
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.
Sarasin Investment Funds Remuneration Policy
This document provides a summary of Sarasin Investment Funds' remuneration policies.
Tax Strategy
This document explains Sarasin & Partners' tax arrangements.
Telephone Calls
Please note that in accordance with regulatory requirements and industry practice it is our policy to record all telephone calls.