Investor Register
Thank you for choosing to invest through our online services
The provision of the information in this website does not constitute an offer of securities to any person in the United States or to any U.S. Person as defined under the Securities Act of 1933, as amended. The Evenlode Funds are neither registered under the Securities Act 1933 of the USA, nor are they registered under the Investment Company Act of 1940. Consequently, the Evenlode Funds are not offered for sale or sold in the USA, its territories, possessions or protectorates under its jurisdiction, nor to nationals, citizens or residents in any of those areas, nor in any jurisdiction in which a fund is not authorised to be publicly sold. The funds are available only in jurisdictions where their promotion and sale are permitted.
The information contained on the website may not be redistributed directly or indirectly to any citizen or resident of the United States or any other jurisdiction where its distribution may be restricted by law. It is the responsibility of persons accessing the website to ensure that they are allowed to access the information contained herein.
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Important notice:
Whilst the funds we act as investment manager for are available to retail investors via third party providers, please note that we do not have permissions from the FCA to deal directly with retail clients and the information provided on this website is for information purposes only.
If you are not an investment professional you may still wish to visit the website to find out information about Evenlode and the funds we manage but we recommend that if you wish to obtain advice regarding the suitability of these funds for you, you should contact a financial adviser.
Applications to invest in any fund referred to on this website can only be made through a third party and must only be made on the basis of the offering documents relating to the specific investment.
Confirmation:
I understand that this website is provided for information purposes only and does not constitute an invitation, offer or solicitation to engage in any investment activity including to buy or sell any investment. I understand that nothing contained in this website should be deemed to constitute the provision of financial, investment, tax or any other professional advice in any way.
I understand that I should refer to the fund prospectus and KIID before making any investment decisions.
I understand that the value of investments and the income from them can fluctuate (this may partly be the result of exchange rate fluctuations) and that I may not get back the full amount invested. I understand that past performance is not a reliable indicator of future results.
Important notice:
Whilst the funds we act as investment manager for are available to retail investors via third party providers, please note that we do not have permissions to deal directly with retail clients and the information provided on this website is for information purposes only.
If you are not an investment professional you may still wish to visit the website to find out information about Evenlode and the funds we manage but we recommend that if you wish to obtain advice regarding the suitability of these funds for you, you should contact a financial adviser.
Applications to invest in any fund referred to on this website can only be made through a third party and must only be made on the basis of the offering documents relating to the specific investment.
Confirmation:
I understand that this website is provided for information purposes only and does not constitute an invitation, offer or solicitation to engage in any investment activity including to buy or sell any investment. I understand that nothing contained in this website should be deemed to constitute the provision of financial, investment, tax or any other professional advice in any way.
I understand that I should refer to the fund prospectus and KID before making any investment decisions.
I understand that the value of investments and the income from them can fluctuate (this may partly be the result of exchange rate fluctuations) and that I may not get back the full amount invested. I understand that past performance is not a reliable indicator of future results.
Important notice:
Whilst the funds we act as investment manager for are available to retail investors via third party providers, please note that we do not have permissions to deal directly with retail clients and the information provided on this website is for information purposes only.
If you are not an investment professional you may still wish to visit the website to find out information about Evenlode and the funds we manage but we recommend that if you wish to obtain advice regarding the suitability of these funds for you, you should contact a financial adviser.
Applications to invest in any fund referred to on this website can only be made through a third party and must only be made on the basis of the offering documents relating to the specific investment.
Confirmation:
I understand that this website is provided for information purposes only and does not constitute an invitation, offer or solicitation to engage in any investment activity including to buy or sell any investment. I understand that nothing contained in this website should be deemed to constitute the provision of financial, investment, tax or any other professional advice in any way.
I understand that I should refer to the fund prospectus and KID before making any investment decisions.
I understand that the value of investments and the income from them can fluctuate (this may partly be the result of exchange rate fluctuations) and that I may not get back the full amount invested. I understand that past performance is not a reliable indicator of future results.
Important notice:
Whilst the funds we act as investment manager for are available to retail investors via third party providers, please note that we do not have permissions to deal directly with retail clients and the information provided on this website is for information purposes only.
If you are not an investment professional you may still wish to visit the website to find out information about Evenlode and the funds we manage but we recommend that if you wish to obtain advice regarding the suitability of these funds for you, you should contact a financial adviser.
Applications to invest in any fund referred to on this website can only be made through a third party and must only be made on the basis of the offering documents relating to the specific investment.
Confirmation:
I understand that this website is provided for information purposes only and does not constitute an invitation, offer or solicitation to engage in any investment activity including to buy or sell any investment. I understand that nothing contained in this website should be deemed to constitute the provision of financial, investment, tax or any other professional advice in any way.
I understand that I should refer to the fund prospectus and KID before making any investment decisions.
I understand that the value of investments and the income from them can fluctuate (this may partly be the result of exchange rate fluctuations) and that I may not get back the full amount invested. I understand that past performance is not a reliable indicator of future results.
Important notice:
Whilst the funds we act as investment manager for are available to retail investors via third party providers, please note that we do not have permissions to deal directly with retail clients and the information provided on this website is for information purposes only.
If you are not an investment professional you may still wish to visit the website to find out information about Evenlode and the funds we manage but we recommend that if you wish to obtain advice regarding the suitability of these funds for you, you should contact a financial adviser.
Applications to invest in any fund referred to on this website can only be made through a third party and must only be made on the basis of the offering documents relating to the specific investment.
Confirmation:
I understand that this website is provided for information purposes only and does not constitute an invitation, offer or solicitation to engage in any investment activity including to buy or sell any investment. I understand that nothing contained in this website should be deemed to constitute the provision of financial, investment, tax or any other professional advice in any way.
I understand that I should refer to the fund prospectus and KID before making any investment decisions.
I understand that the value of investments and the income from them can fluctuate (this may partly be the result of exchange rate fluctuations) and that I may not get back the full amount invested. I understand that past performance is not a reliable indicator of future results.
Important notice:
Whilst the funds we act as investment manager for are available to retail investors via third party providers, please note that we do not have permissions to deal directly with retail clients and the information provided on this website is for information purposes only.
If you are not an investment professional you may still wish to visit the website to find out information about Evenlode and the funds we manage but we recommend that if you wish to obtain advice regarding the suitability of these funds for you, you should contact a financial adviser.
Applications to invest in any fund referred to on this website can only be made through a third party and must only be made on the basis of the offering documents relating to the specific investment.
Confirmation:
I understand that this website is provided for information purposes only and does not constitute an invitation, offer or solicitation to engage in any investment activity including to buy or sell any investment. I understand that nothing contained in this website should be deemed to constitute the provision of financial, investment, tax or any other professional advice in any way.
I understand that I should refer to the fund prospectus and KID before making any investment decisions.
I understand that the value of investments and the income from them can fluctuate (this may partly be the result of exchange rate fluctuations) and that I may not get back the full amount invested. I understand that past performance is not a reliable indicator of future results.
Important notice:
Whilst the funds we act as investment manager for are available to retail investors via third party providers, please note that we do not have permissions to deal directly with retail clients and the information provided on this website is for information purposes only.
If you are not an investment professional you may still wish to visit the website to find out information about Evenlode and the funds we manage but we recommend that if you wish to obtain advice regarding the suitability of these funds for you, you should contact a financial adviser.
Applications to invest in any fund referred to on this website can only be made through a third party and must only be made on the basis of the offering documents relating to the specific investment.
Confirmation:
I understand that this website is provided for information purposes only and does not constitute an invitation, offer or solicitation to engage in any investment activity including to buy or sell any investment. I understand that nothing contained in this website should be deemed to constitute the provision of financial, investment, tax or any other professional advice in any way.
I understand that I should refer to the fund prospectus and KID before making any investment decisions.
I understand that the value of investments and the income from them can fluctuate (this may partly be the result of exchange rate fluctuations) and that I may not get back the full amount invested. I understand that past performance is not a reliable indicator of future results.
Important notice:
Whilst the funds we act as investment manager for are available to retail investors via third party providers, please note that we do not have permissions to deal directly with retail clients and the information provided on this website is for information purposes only.
If you are not an investment professional you may still wish to visit the website to find out information about Evenlode and the funds we manage but we recommend that if you wish to obtain advice regarding the suitability of these funds for you, you should contact a financial adviser.
Applications to invest in any fund referred to on this website can only be made through a third party and must only be made on the basis of the offering documents relating to the specific investment.
Confirmation:
I understand that this website is provided for information purposes only and does not constitute an invitation, offer or solicitation to engage in any investment activity including to buy or sell any investment. I understand that nothing contained in this website should be deemed to constitute the provision of financial, investment, tax or any other professional advice in any way.
I understand that I should refer to the fund prospectus and KID before making any investment decisions.
I understand that the value of investments and the income from them can fluctuate (this may partly be the result of exchange rate fluctuations) and that I may not get back the full amount invested. I understand that past performance is not a reliable indicator of future results.
Important notice:
Whilst the funds we act as investment manager for are available to retail investors via third party providers, please note that we do not have permissions to deal directly with retail clients and the information provided on this website is for information purposes only.
If you are not an investment professional you may still wish to visit the website to find out information about Evenlode and the funds we manage but we recommend that if you wish to obtain advice regarding the suitability of these funds for you, you should contact a financial adviser.
Applications to invest in any fund referred to on this website can only be made through a third party and must only be made on the basis of the offering documents relating to the specific investment.
Confirmation:
I understand that this website is provided for information purposes only and does not constitute an invitation, offer or solicitation to engage in any investment activity including to buy or sell any investment. I understand that nothing contained in this website should be deemed to constitute the provision of financial, investment, tax or any other professional advice in any way.
I understand that I should refer to the fund prospectus and KID before making any investment decisions.
I understand that the value of investments and the income from them can fluctuate (this may partly be the result of exchange rate fluctuations) and that I may not get back the full amount invested. I understand that past performance is not a reliable indicator of future results.
Thank you for choosing to invest through our online services
If we have sent you a one-time password letter, you have already registered and should not register again on this page. You should log in here instead.
IMPORTANT:
Account number: Existing investors should ensure they have their Client Reference Number to hand prior to registering. This can be found on recent correspondence from us, such as a contract note or a recent statement.
Banking: Our agent, T. Bailey Fund Services, use TrueLayer as a payments provider. TrueLayer's technology connects directly to your own bank's online facility when making purchases and transaction amounts will be limited by your own bank. Please note that Internet Explorer is not supported.
Restrictions: The investor portal does not currently facilitate investors under the age of 18 or JISA holdings.
If you have any queries, please contact us.
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