The information on this website is directed only at persons resident in the UK. It does not constitute an open invitation to buy or sell in any jurisdiction other than in the UK. In particular, the distribution of the information contained on this website in certain jurisdictions may be restricted by law. Accordingly, persons who are not residents of the UK and who access the Wren Investment Office website are required to inform themselves of and to comply with any such restrictions.
Wren Investment Office is committed to maintaining your personal data in accordance with the requirements of the Data Protection Act 2018 and the General Data Protection Regulation, and will take all reasonable steps to ensure that your personal details are kept secure against unauthorised access, loss, disclosure or destruction. The information that you supply may be made available to external servicing companies for the purpose of communicating.
Wren Investment Office is not responsible for the accuracy or completeness of the information supplied by third party sites. Wren Investment Office takes care to ensure that the information provided by third party sites is correct but it does not warrant, represent or guarantee the contents of the information. Additionally, it does not accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein.
The Stewardship Code is part of UK company law and contains seven principles that institutional investors are expected to follow. Its requirements are directed towards asset managers who hold voting rights for shares in UK companies. Principally, it aims to make institutional investors, who manage “other people’s money”, be active and engage in corporate governance in the interests of the underlying shareholders.
The seven principles are:
Although Wren Investment Office (the firm) does not invest directly in the shares of UK companies on behalf of its customers, it supports the principles and aims to adhere to them as follows:
The FCA requires delegated Investment Managers, UCITS Management Companies and AIFMs to disclose their approach to the Shareholder Rights Directive (SRD II). Wren Investment Office is currently reviewing the requirements of SRD II and is considering whether to have a specific policy. An update will be published on our website in due course.
Wren Investment Office Limited maintains a Conflicts of Interest Policy, a copy of which is provided to clients as part of our account opening process. If you would like to see a copy of the policy, please contact Stephen Doherty at email@example.com
Any information accessed via Wren Investment Office’s website is confidential and is protected under copyright law.
Wren Investment Office Limited’s registered office is 66 Lincoln’s Inn Fields, London, WC2A 3LH
If Wren Investment Office Limited is unable to meet its financial obligations to its client, the client may be able to claim compensation from the Financial Services Compensation Scheme (“FSCS”). For further information about the FSCS, including amounts covered and eligibility to claim, please see the FSCS website at www.fscs.org.uk or telephone the FSCS on 0800 678 1100.