Regulatory information

Important regulatory information from Evenlode Investment

Please read this section which contains the legal and regulatory restrictions which apply to any investment in our products or services referred to in this website.

It is important to remember the value of investments and any income from them may go down as well as up, so you may get back less than you invested.

Past performance cannot be relied upon as a guide to future performance.

The information on this website does not in any way constitute investment, tax, legal or other advice. If you are in any doubt about any of the information on this website please consult your financial or other professional adviser.

Evenlode Investment Management Limited is authorised and regulated by the Financial Conduct Authority. The company is entered on the Financial Conduct Authority’s register. The company number is 10378518 and the FCA number is 767844. You can access the Financial Conduct Authority’s register on the FCA website for more information.

MIFIDPRU 8 Disclosure

The Financial Conduct Authority (“FCA”) sets out the detailed prudential requirements that apply to Evenlode Investment Management Limited (“Evenlode” or the “Firm”) in the MIFIDPRU chapter of the FCA Handbook. MIFIDPRU 8 sets out public disclosure rules. As at 31 December 2024 Evenlode is classified under MIFIDPRU as a Non-SNI firm.

MIFIDPRU 8 Disclosure

Conflicts of Interest

The document below sets out Evenlode Investment's Conflicts of Interest policy.

Conflicts of Interest Policy

Best Execution

This document summarises the Best Execution Policy and arrangements which Evenlode Investment Management Ltd has in place for dealing with orders for the Evenlode funds which are generated by Evenlode’s investment decisions..

Best Execution Policy