Policies and terms of use

Epworth Investment Management Limited

Epworth Investment Management Limited (Epworth) is incorporated in England & Wales, registered number 3052894 and is authorised and regulated by the Financial Conduct Authority (FCA).

The Website

This Website is issued and approved by Epworth Investment Management Limited (“Epworth”); a firm authorised and regulated by the Financial Conduct Authority (“FCA”). For the purposes of these terms, “Epworth” shall mean Epworth Investment Management Limited, their officers, directors and employees.

This Website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. English law governs access to and use of this Website.

By accessing our Website you acknowledge that you have read and understood the conditions of use and agree to abide by them and that you are qualified to access the site.

Any material contained in this Website has been prepared for informational purposes only without regard to any particular user’s investment objectives, financial situation, or means, and Epworth is not soliciting any action based upon it. This material is not to be construed as a recommendation; or an offer to buy or sell; or the solicitation of an offer to buy or sell any security, financial product, or instrument. Although this material is based upon information that Epworth considers reliable and endeavors to keep current, Epworth has not verified this information and does not represent that this material is accurate, current, or complete and it should not be relied upon as such. The fact that Epworth has made the data and services provided on this Website available to you constitutes neither a recommendation that you should enter into a particular transaction nor a representation that any product described on this Website is suitable or appropriate for you.

Many of the products described on this Website involve significant risks, and you should not enter into any transactions unless you have fully understood all such risks and has independently determined that such transactions are appropriate for you.

Epworth shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between Epworth and you, regardless of whether the connection or communication service is provided by Epworth or a third party service provider.

Epworth shall have no liability, contingent or otherwise, to you or to third parties, for the correctness, quality, accuracy, timeliness, reliability, performance, continued availability, completeness or delays, omissions, or interruptions in the delivery of the data and services available on this Website or for any other aspect of the performance of this service or for any failure or delay in the execution of any transactions through this service.

Epworth makes no warranty whatsoever to you, express or implied, regarding the security of the site. This service may provide links to certain Internet sites sponsored and maintained by third parties. Epworth makes no representations concerning the content of the sites. The fact that Epworth may provide a link to another Site does not constitute an endorsement, authorization, sponsorship, or affiliation by Epworth with respect to the site, its owners, or its providers. Your use of the products and services on this Website may be monitored by Epworth.

The Affirmative Funds for Charities

The Affirmative Equity Fund for Charities (Charity no 1087228), The Affirmative Corporate Bond Fund for Charities (Charity no 1131752) and The Affirmative Fixed Interest Fund for Charities (Charity no 1087227) are common investment funds established under section 24 of the Charities Act 1993 and the Affirmative Deposit Fund for Charities (Charity no 1115887) is a common deposit fund established under section 25 of the Charities Act 1993.

HSBC Bank plc is the Corporate Trustee and Epworth has been appointed as Manager of the Funds. Further information, copies of the Schemes and Scheme particulars are available from the Manager.

Execution Policy

Read Epworth Investment Management Ltd’s Execution Policy →

Pillar 3 Disclosures

Read Epworth Investment Management Ltd’s Pillar 3 Disclosures →

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