Important disclosures
 

Complaints & Compensation

McInroy & Wood Limited and McInroy & Wood Portfolios Limited maintain internal procedures for the reasonable and prompt handling of complaints. Copies of the procedures are available on request. 

If your complaint is not resolved by us to your satisfaction, you may be entitled to refer it to the Financial Ombudsman Service Limited, Exchange Tower, London E14 9SR. (www.financial-ombudsman.org.uk)

McInroy & Wood Limited and McInroy & Wood Portfolios Limited are covered by the Financial Services Compensation Scheme which offers compensation when an authorised firm is unable to pay claims against it. You may be entitled to compensation from the scheme if we cannot meet our obligations to you.

Most types of investment businesses are covered for 100% of the first £85,000 (per person per firm). Further information about compensation arrangements is available from: The Financial Services Compensation Scheme, 10th Floor, Beaufort House, 15 St Botolph Street, London EC3A 7QU. (www.fscs.org.uk)

Pillar 3 Disclosures

McInroy & Wood Limited is required to publicly disclose information relating to our risks, capital adequacy and approach to managing risk with the aim of promoting market discipline.  Please click here for more detail.

Remuneration Policy

McInroy & Wood Limited is required to establish and apply a Remuneration Policy for employees whose activities have a material impact on either our risk profile or any fund that we manage.  Please click here to view this policy.

Stewardship Policy

Careful stewardship is integral to the ethical code which governs McInroy & Wood's dealings with clients and investee companies. McInroy & Wood Limited has a Stewardship Engagement Policy that sets out our approach to stewardship in accordance with the Shareholder Rights Directive II, referenced against the twelve principles of the UK Stewardship Code. Please click here to view this policy.

Order Execution Policy

McInroy & Wood Limited and McInroy & Wood Portfolios Limited have an Order Execution Policy which sets out the details of how we comply with our obligation to take sufficient steps to obtain ‘best execution’ when dealing in financial instruments on behalf of our clients. Please click here to view this policy.

 
 

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