Regulatory Information & Disclaimer

PortfolioMetrix Asset Management Ltd is authorised and regulated in the United Kingdom by the Financial Conduct Authority (FCA No. 564162). It is a limited liability company registered in England & Wales under company number 07434014 and with its registered offices at 66 Buckingham Gate, London SW1E 6AU, United Kingdom

PortfolioMetrix Asset Management SA (Pty) Ltd is an authorised and regulated financial services provider in South Africa, regulated under the Financial Advisory and Intermediary Services Act 37 of 2002 (FSP No: 42383). It is a limited liability company registered in South Africa under company number 2006/026054/07 and with its registered offices at Corner Main Office Park, 2 Payne Road, Bryanston, 2191, South Africa.

Conexim Advisors Limited (“Conexim”) is authorised and regulated by the Central Bank of Ireland (the “Central Bank”) as an investment firm under the Markets in Financial Instruments Regulations 2017 (the “MiFID Regulations”).  PortfolioMetrix Asset Management Limited UK (“PMAM”) provides Conexim with investment advice in relation to certain private investor client portfolios, as permitted under the MiFID Regulations.  However, as PMAM is not authorised as an investment firm in the EU / EEA, it does not provide any investment services directly to retail or opt-up professional clients in Ireland.   Conexim remains at all times fully responsible for the implementation or non-implementation of any advice it receives from PMAM.

The value of your investments and the income from them may go down as well as up, and you may not get back your original investment.

 

Pillar 3

Please click the link below for the latest Pillar 3 disclosure:

Pillar 3 Disclosure 2018