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Our Client Charter

Our team are committed to our Client Charter which includes the following:

  • Acting with skill, care, diligence and good judgement in the management of our investment portfolios.
  • Monitoring fund managers for changes in investment style and in their performance relative to peers.
  • Providing regular reports on the performance of our portfolios against established benchmarks.
  • Regularly reviewing our trading and custody partner(s) to make sure clients are receiving the best possible deal.
  • Making all costs and charges transparent and understandable.
  • Being passionate in our commitment to provide outstanding service.
  • Evolving, adapting, and continuously aiming to improve our investment knowledge in a changing world.
  • Striving to be the best at what we do.

LIFT-Invest is a trading style of LIFT-Invest plc – registered in England & Wales – Company Reg Number 10144705 – Registered Address: Century House, Regent Road, Altrincham, Cheshire, WA14 1RR.

LIFT-Invest plc is authorised and regulated by the Financial Conduct Authority. Registration number 758465. The value of investments may go down as well as up.