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Regulatory Information

We are delighted to announce that on 31 March 2016, Crown Agents completed the sale of its financial services businesses, Crown Agents Bank (CAB) and Crown Agents Investment Management (CAIM), to funds advised by Helios Investment Partners. Based in London, Helios is a leading Africa-focussed private investment firm.

CAB and CAIM will continue to carry on business worldwide under the Crown Agents name. Crown Agents Ltd will continue with its existing activities of consultancy, training, freight forwarding, procurement, logistics and other supply chain services.

CAB and CAIM have agreed to enter into a commercial arrangement with Crown Agents under which they will all carry on working alongside each other and continue the close working relationship that they have enjoyed for 183 years. This will include referring customers and opportunities to each other where appropriate.

Statement of Ethical Investment Policy

Ethical investment considerations inform part of both the wider Crown Agents Group and Crown Agents Investment Management (CAIM).

CAIM Accounts (2016)

RTS28 Best Execution

MIFID II

2017

GIPS Verification Statement

State Street Performance Services

CROWN AGENTS INVESTMENT MANAGEMENT LIMITED (CAIM)

CAIM Pillar 3 Disclosures (2016)

The Capital Requirements Directive (CRD) introduced a new framework under which banks and financial institutions are required to calculate their capital.

CAIM Pillar 3 Disclosures (2015)

The Capital Requirements Directive (CRD) introduced a new framework under which banks and financial institutions are required to calculate their capital.

Statement on Stewardship & Responsible Ownership

Disclosure of policy on discharging stewardship responsibilities

CAIM Complaints Procedure

CAIM Complaint

Best Execution Client Disclosure Statement

MIFID II