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Legal collection

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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
General Terms and Conditions Stonehage Fleming (Guernsey) Limited Download
General Terms and Conditions Stonehage Fleming (Mauritius) Limited Download
General Terms and Conditions Stonehage Fleming (Mauritius) Management Services Limited Download
General Terms and Conditions Stonehage Fleming Malta Limited Download
General Terms and Conditions Stonehage Fleming Monaco SAM Download
General Terms and Conditions Stonehage Fleming Services (IOM) Limited Download
Terms of Business Mathews and Company Download
Terms of Business Stonehage Fleming Advisory (Pty) Ltd Download
Terms of Business Stonehage Fleming Advisory (IOM) Limited Download
Terms of Business Stonehage Fleming Advisory (Monaco) S.A.R.L. Download
Terms and Conditions Stonehage Fleming Asset Management (Pty) Ltd Download
Terms and Conditions Stonehage Fleming Executors Limited Download
Terms and Conditions Stonehage Fleming Fiduciary Limited Download
Terms and Conditions Stonehage Fleming Wealth Services Limited 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
Client information Investment Management Liechtenstein German version Download
Entity Level Disclosures Liechtenstein Download
Risks in Securities Trading English version Download
Risks in Securities Trading German version Download
SFIM LIE Share Holders Rights II SRD II Enagement Policy April 2022 Download
Luxembourg
Client Complaint Handling Policy Download
South Africa
South African Regulatory Information Download
Jersey
Jersey Regulatory Information Download
UK
Client Reporting Update 10 Drop Download
Capital Requirements Regulation Statement Download
Entity Level Disclosures UK Download
Modern Slavery Statement Download
Order Execution Policy Download
Risk Summary for non-mainstream pooled investments Download
Risk Summary for non-readily realisable securities that are shares Download
SFIF 2020 and 2021 Voting and Disclosure Download
Stonehage Fleming Investment Management (SFIM) Voting and Engagement Policy Download
Stonehage Fleming Stewardship Report 2022 Download
UK Complaints Handling Procedure Download
UK Summary of Vulnerable Client Policy Download
Switzerland
Client Information Investment Management Switzerland Download
Kundeninformation Investment Management Switzerland German Version Download
Information brochure - Risks involved in trading financial instruments Download
Informationsbroschüre - Risiken im handel mit finanzinstrumenten - German version Download
Brochure dinformation - Risques inhérents au commerce dinstruments financiers - French version 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.

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