Regulatory

Important regulatory information from Evenlode Investment

Please read this section which contains the legal and regulatory restrictions which apply to any investment in our products or services referred to in this website.
It is important to remember the value of investments and any income from them may go down as well as up, so you may get back less than you invested.
Past performance cannot be relied upon as a guide to future performance.
The information on this website does not in any way constitute investment, tax, legal or other advice. If you are in any doubt about any of the information on this website please consult your financial or other professional adviser.

Evenlode Investment Management Limited is authorised and regulated by the Financial Conduct Authority. The company is entered on the Financial Conduct Authority’s register. The company number is 10378518 and the FCA number is 767844. You can access the Financial Conduct Authority’s register on the FCA website for more information.

Pillar 3 Disclosures

The document below sets out our Pillar 3 disclosures as required by the Basle II Accord implemented in the European Union through the Capital Requirements Directive.

The Oak Investment Partnership Pillar 3 Disclosure

Conflicts of Interest

The document below sets out Evenlode Investment's Conflicts of Interest policy as of May 2021.

Evenlode Investment Management Conflicts of Interest


Complaints

If you feel you need to make a complaint in the first instance please either email us at evenlode@evenlodeinvestment.com or call us on 01608 695200. You can also write to us at:

Evenlode Investment Management Ltd

The Long Barn

Chalford Park Barns

Oxford Road

Chipping Norton

Oxfordshire

OX7 5QR

Alternatively, the Financial Ombudsman Service provides a free, independent service for customers to solve disputes with financial firms. It will only step in once we have had the opportunity to investigate matters so please contact us first and will do all we can to help you.

If you are not satisfied with our final response or if 8 weeks have passed since you first let us know about your concerns, you can ask the Financial Ombudsman to review your complaint.

You can contact them in the following ways:

By phone: 0800 023 4567

By email: complaint.info@financial-ombudsman.org.uk

Order Execution Policy