Legal & Regulatory Information

Terms & Conditions
Legal & Regulatory Information

Isle of Man Regulatory Information

Jersey Regulatory Information

Client information Investment Management Liechtenstein English Version

Client information Investment Management Liechtenstein French Version

Client information Investment Management Liechtenstein German version

Entity Level Disclosures Liechtenstein

Risks in Securities Trading English version

Risks in Securities Trading French version

Risks in Securities Trading German version

SFIM LIE Share Holders Rights II SRD II Enagement Policy April 2022

Sustainability preferences Investment Management Liechtenstein English version

Sustainability preferences Investment Management Liechtenstein French Version

Sustainability preferences Investment Management Liechtenstein German version

Client information Investment Management Liechtenstein French Version

Client Complaint Handling Policy

Complaints Handling Policy July 2023

Conflict of Interest Management Policy

South African Regulatory Information

Promotion of Access to Information Manual

Client Information Investment Management Switzerland

Kundeninformation Investment Management Switzerland German version

Information brochure Risks involved in trading financial instruments

Informationsbroschüre Risiken im handel mit finanzinstrumenten German version

Brochure dinformation Risques inhérents au commerce dinstruments financiers French version

Policies and Procedures

Stonehage Fleming Investment Management (SFIM) Order Execution Policy

Stonehage Fleming Investment Management (SFIM) Voting and Engagement Policy

UK Summary of Vulnerable Client Policy

UK Summary of Complaints Handling Procedure

Group Conflicts of Interest Policy

Disclosures and Risk Summaries

Capital Requirements Regulation Statement

Client Reporting Update 10 Drop

SFDR Entity Level Disclosure Jan 23

Risk Summary for non-mainstream pooled investments

Risk Summary for non-readily realisable securities that are shares

General

Modern Slavery Statement

Stonehage Fleming Stewardship Report 2024

Terms of website use

Cookie Notice

Privacy Notice

Acceptable Use Policy

Standard Terms of Engagement for the provision of Family Office services

Standard Terms of Engagement for the provision of Fiduciary services

Standard Terms of Engagement for the provision of Family Office services

Standard Terms of Engagement for the provision of Fiduciary services

Terms of Business Stonehage Fleming Advisory (IOM) Limited

Standard Terms of Engagement Stonehage Fleming Corporate Services Limited

Standard Terms of Engagement Stonehage Fleming Dealing and Treasury Services Jersey Limited

Standard Terms of Engagement for the provision of Family Office services

Standard Terms of Engagement for the provision of Fiduciary services

Terms of Business Stonehage Fleming Insurance Services Limited

Standard Terms of Engagement for the provision of Family Office services

Standard Terms of Engagement for the provision of Fiduciary services

Standard Terms of Engagement for the provision of Family Office services

Standard Terms of Engagement for the provision of Fiduciary services

General Terms and Conditions Stonehage Fleming (Mauritius) Limited

General Terms and Conditions Stonehage Fleming (Mauritius) Management Services Limited

Standard Terms of Engagement for the provision of Fiduciary services

Terms of Business Stonehage Fleming Advisory (Monaco) S.A.R.L.

Terms of Business Stonehage Fleming Advisory (Pty) Ltd

Terms and Conditions Stonehage Fleming Executors Limited

Terms and Conditions Stonehage Fleming Fiduciary Limited

Standard Terms of Engagement for the provision of Family Office services

Standard Terms of Engagement for the provision of Fiduciary services

Terms and Conditions Stonehage Fleming Wealth Services Limited

Legal & Regulatory Information

Manage Preferences