SRD II (as implemented in FCA COBS 2.2B) requires firms that invest in listed shares on behalf of investors to publish an engagement policy or explain non-compliance. Given our current business model in which direct equity exposure is immaterial, we have chosen not to publish an SRD II engagement policy at this time. We continue to monitor this position periodically.
Please remember that past performance is no guarantee of future results. The value of an investment and its income are not guaranteed. You may get back less than you originally invested. Discretionary managed portfolios may create a potential Capital Gains Tax liability for the investor every time a trade is executed; this may be avoided if they are held in a tax-efficient wrapper. Portfolio administration may delay investment and withdrawal requests.
Pier Investment Management Limited is authorised and regulated by the Financial Conduct Authority, FCA number 846470. Registered office: 5th Floor Park Gate, 161-163 Preston Road, Brighton, BN1 6AU. Company Number 08519918.
