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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– registered in England & Wales – Company Reg Number 10144705 – Registered Address: Century House, Regent Road, Altrincham, Cheshire, WA14 1RR

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

LIFT-Invest is a member of the Brooks Macdonald group of companies. More information about the Brooks Macdonald Group can be found at www.brooksmacdonald.com. Brooks Macdonald Group plc is registered in England No 04402058. Registered office: 21 Lombard Street London EC3V 9AH