| Document | |
|---|---|
| Terms & Conditions - Services | |
| Standard Terms of Engagement Stonehage Fleming Family Office | Download |
| Standard Terms of Engagement Stonehage Fleming Fiduciary | Download |
| Standard Terms of Engagement - Stonehage Fleming Dealing & Treasury Services | Download |
| Third Party Investment Information - Stonehage Fleming Dealing & Treasury Services | Download |
| Terms of Service - Stonehage Fleming Connect | Download |
| Terms & Conditions - Website | |
| Terms of website use | Download |
| Privacy Notice | Download |
| Cookie Notice | Download |
| Acceptable Use Policy | Download |
| General | |
| COVID-19: How We Are Responding | Download |
| Liechtenstein | |
| Entity Level Disclosures Liechtenstein | Download |
| Luxembourg | |
| Client Complaint Handling Policy | Download |
| South Africa | |
| South African Regulatory Information | Download |
| Jersey | |
| Jersey Regulatory Information | Download |
| UK | |
| UK Stewardship Code | Download |
| Stonehage Fleming UK Complaints Handling Procedures | Download |
| Order Execution Policy | Download |
| Client Reporting Update 10 Drop | Download |
| Modern Slavery Statement | Download |
| Revised Shareholders Rights Directive SRD II | Download |
| Capital Requirements Regulation Statement | Download |
| Entity Level Disclosures UK | Download |
| Order Execution - RTS 28 | |
| Order Execution RTS 28 2018 (PDF) | Download |
| Order Execution RTS 28 2018 (CSV) | Download |
| Order Execution RTS 28 2019 (PDF) | Download |
| Order Execution RTS 28 2019 (CSV) | Download |
| Order Execution RTS 28 2020 (PDF) | Download |
| Order Execution RTS 28 2020 (CSV) | Download |
| Order Execution RTS 28 2021 PDF | Download |
1Under MiFID II, a new EU regulation, it is a requirement for investment firms to publish their top five recipients of investment orders for the previous calendar year. This quantitative data must be presented for all asset classes in which the investment firm is active, on behalf of both Retail and Professional Clients. In addition to this, firms are required to provide a qualitative Summary Analysis which comments on the conclusions the investment firm has drawn from their monitoring of the quality of the execution of these orders. Please find attached the Best Execution Disclosure on behalf of Stonehage Fleming Investment Management Limited which addresses these new requirements.
UK - Stonehage Fleming Wealth Planning
Stonehage Fleming Wealth Planning is the trading name of Stonehage Fleming Wealth Planning Ltd. Stonehage Fleming Wealth Planning Ltd is a company registered in the UK, company number 06576995 and is authorised and regulated by the Financial Conduct Authority. The information provided on the webpages is for your information and does not constitute advice or a personal recommendation. Whilst every effort is made to ensure the accuracy of information provided, Stonehage Fleming Wealth Planning makes no representation or warranties about the accuracy of such information. In the event that there are third party links to other websites for your convenience, we do not endorse the contents of any external sites and are not responsible or liable, directly or indirectly, for any loss however caused to you by your use of our site or any external site. These webpages are provided for residents of the UK only. The registered offices for all of the above firms is 15 Suffolk Street, London SW1Y 4HG