Regulatory Information

Updated January 2021

We ask you to please read this disclaimer carefully as it explains certain legal and regulatory information applicable to the investment services we offer and described on this website. We offer a discretionary investment management service only.

The Veritas Group

Veritas Investment Partners (UK) Limited (“VIP (UK) Ltd”) is authorised and regulated by the Financial Conduct Authority (“FCA”) in the conduct of its investment business. It is registered under number 923827. For more information or for details of how to contact the FCA please visit www.fca.org.uk. The registered address of VIP (UK) Ltd is Riverside House, 2A Southwark Bridge Rd, London SE1 9HA, United Kingdom.

Veritas Investment Management AG (“VIM AG”) is incorporated in Switzerland and is affiliated with SRO AOOS both for the purposes of the prevention of anti-money laundering and terrorism financing and as a professional association. The registered address of VIM AG is Genferstrasse 21, 8002 Zurich, Switzerland.  The provision of financial services by VIM AG is subject to the Swiss Code of Conduct for Independent Asset Management in its currently applicable version. For more information, please visit www.aoos.ch

Further, VIM AG is a member of FINOS Finanzombudsstelle Schweiz (https://www.finos.ch) which may be approached by clients in case of disputes.

VIM AG is not an authorised person under the UK Financial Services and Markets Act 2000. Accordingly, the protections provided by the UK regulatory system do not apply to the operations of Veritas Investment Management AG described on this website and clients of Veritas Investment Management AG will not be protected by the UK Investors Compensation Scheme.  

Advice

The Veritas Group do not offer investment advice on the merits or suitability of the funds described in this website and no information contained within this website should be construed as such. If you are in doubt, you should seek advice from a professional financial adviser.

Risk Warnings

  • Past performance is not a guide to future performance.
  • The value of investments and the income from them may fluctuate and are not guaranteed.
  • Investors may not get back the whole amount they have invested.
  • Changes in rates of exchange between currencies may cause the value of investments to diminish or to increase.

Use of the website

This website is not intended for any use which would be contrary to the law or regulation of the place in which you live.  

The investment services and products described or referred to in this website are not aimed at anyone who is resident of any country where the investment services and products are not registered or approved for marketing and sale or in which the dissemination of information about them is not permitted.

This website and its contents are neither intended to nor able to sell services or products, they are only for information only. We try to ensure the accuracy and completeness of all contents and information contained in this website. It may change without notice and no guarantee is made to its accuracy, completeness or fitness for a particular purpose.  

This website does not constitute an offer or solicitation by anyone in any jurisdiction in which such offer or solicitation is not lawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation.

Suitability of products and services

The services and products described on this website may not be suitable for all investors. No information contained within this website should be construed as investment advice or advice of any kind, including but not limited to tax, legal or accounting. 

The value of investments and the income from them may go down as well as up and investors may get back less capital than they invested.  

Changes in rates of exchange between currencies may cause the value of investments to go up or down.

Past performance is not necessarily a guide to future performance.

Intellectual property rights

The Veritas Group are the owner or licensee of all intellectual property rights (including copyright and database rights) that subsist in this website, and in the material published on it. No right is granted to use the website:

  1. to create a database (electronic or otherwise) that includes material downloaded or otherwise obtained from the website except where expressly permitted on this website or by written agreement with the Veritas Group;
  2. to transmit or re-circulate any material obtained from the website to any third party except where expressly permitted on this website or by written agreement with the Veritas Group;
  3. in such a way so as to remove the copyright or trademark notice(s) from any copies of any material made in accordance with these terms.

No use of any Veritas Group’s name, logos and/or other trademarks (whether registered or unregistered) may be made by you without separate express written agreement being given by the Veritas Group (or its licensors).

Liability disclaimer

Any liability (including negligence) for damage or consequential damage resulting from access to the elements of the website or their use (or from the impossibility of access or use) is excluded.

Policy and Disclosure Documents

Stewardship Reports