THE SMITH & WILLIAMSON KEY INVESTOR INFORMATION DOCUMENTS WEBSITE IS INTENDED FOR PROFESSIONAL ADVISERS ONLY. IT IS NOT INTENDED FOR USE BY MEMBERS OF THE GENERAL PUBLIC.
THE INFORMATION ON THIS WEBSITE IS ISSUED AND APPROVED BY SMITH & WILLIAMSON INVESTMENT MANAGEMENT LLP (SWIM) AND NCL INVESTMENTS LIMITED, AND DOES NOT, IN ANY WAY, CONSTITUTE INVESTMENT ADVICE. BOTH ENTITIES ARE AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
Important regulatory information & risk warnings
Capital at risk. The value of investments and the income from them may go down as well as up and you may not get back the amount you originally invested.
You must read this before proceeding, as it explains both the legal and regulatory restrictions which apply to the information contained and investment products referred to within this section of the Website.
The performance information contained on the site contains information which accords with UK performance standards. Past performance is not a guide to future performance. Investors should note that changes in rates of exchange may have an adverse effect on the value, price or income of investments. There are additional risks associated with investing in emerging or developing markets. Investments in higher yielding bonds issued by borrowers with lower credit ratings may result in greater risk of default and have a negative impact on income and capital value. Tax rates and reliefs may change and the value of tax reliefs depends on individual circumstances. Local laws may have an impact on your investments.
The information on this site is published for private reference purposes only and is neither an offer to enter into a contract or agreement nor a solicitation to buy or sell any investment or service. The site is designed for UK residents and is not aimed at persons who are residents of any country, including the USA and South Africa or of countries in which the dissemination of information on funds/services on the Internet is forbidden. This Website is directed only at professional advisers authorised and regulated within the United Kingdom by the Financial Conduct Authority and the information provided is not for distribution outside the United Kingdom. None of the information, whether in part or full, should be copied, reproduced or redistributed in any form.
Smith & Williamson is not responsible for the accuracy of the information contained within the sites of other providers which have links to any pages of this site. Smith & Williamson does not endorse any information contained on other providers' sites. The contents of this site are based upon sources of information believed to be reliable. However, (1) no guarantee, warranty or representation, express or implied, is given as to the accuracy or completeness of such information ; and (2) no Smith & Williamson company nor any of its officers, directors or employees accepts any liability or responsibility in respect of the information expressed herein which, moreover, is subject to change without notice.
Smith & Williamson may record telephone calls.
I CONFIRM THAT I AM A PROFESSIONAL ADVISER AND REGULATED WITHIN THE UNITED KINGDOM BY THE FINANCIAL CONDUCT AUTHORITY.
I HAVE READ THE IMPORTANT INFORMATION AND WISH TO PROCEED.
The structure of Smith & Williamson enables us to attract and retain highly talented people. We are keen to nurture the ideas, knowledge and expertise of our fund managers and believe that the flexibility to pursue high conviction investment ideas enables them to provide expert advice.
The freedom our talented fund managers are afforded has resulted in us having a stable investment team. James Burns and Ian Kenny have been at Smith & Williamson for over 15 years.