This website is intended for people within the United Kingdom only.
It is not intended for use by people from other jurisdictions. The information contained in this website should not be construed as advice for investment, an offer to buy or sell units/shares of Funds, or a solicitation to purchase securities in any company or investment product, in any jurisdiction in which, or to any person to whom, such offer or solicitation is unlawful.
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Personal investor

The information on this website is provided for private investors. The content on the website is for your information only and does not constitute or form part of, and should not be construed as, an invitation, offer, recommendation or solicitation to buy or sell units in the Edinburgh Investment Trust.

Should you proceed to access this website and click “Yes, I agree”, you:

1.  confirm that you are based in your jurisdiction;
2.  confirm you have read and understood the Terms and Conditions of the website; and
3.  have read and understood the following.

All investments carry risk and further details of the risks associated with investing in the Edinburgh Investment Trust can be found in the Key Information Document (KID), or in the legal and key documents available on this website. Please refer to these before making any final investment decisions.

The value of units and the income generated from them can fall as well as rise and are not guaranteed and investors may not get back the amount originally subscribed.

You are about the enter the site, but different terms apply to different user types. Depending on your user type, by ticking this box you are confirming that you have read and agree with the relevant declaration.

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Professional investor

Information in this area of the website is intended for professional investors from your jurisdiction only and is not intended for use by members of the public. Should you proceed to access this website and click “Yes, I agree”, you:

Represent and warrant that you are a professional investor per se (i.e. not a retail investor that has opted up to qualify as professional investor);

1.  confirm that you are based in your jurisdiction;
2.  confirm you have read and understood the Terms and Conditions of the website; and
3.  have read and understood the following.

The information on this website is provided for your information only and does not constitute or form part of, and should not be construed as, an invitation, offer, recommendation or solicitation to buy or sell units in the Edinburgh Investment Trust.

All investments carry risk and further details of the risks associated with investing in the Edinburgh Investment Trust can be found in the Key Information Document (KID), or in the legal and key documents available on this website. Please refer to these before making any final investment decisions.

The value of units and the income generated from them can fall as well as rise and are not guaranteed and investors may not get back the amount originally subscribed.

You are about the enter the site, but different terms apply to different user types. Depending on your user type, by ticking this box you are confirming that you have read and agree with the relevant declaration.

These terms are as follows:

Institutional investor

Information in this area of the website is intended for institutional clients from your jurisdiction only and is not intended for use by members of the public. Should you proceed to access this website and click “Yes, I agree”, you:

1.  represent and warrant that you are an institutional client or a prospective institutional client;
2.  confirm that you are based in your jurisdiction;
3.  confirm you have read and understood the Terms and Conditions of the website; and
4.  have read and understood the following.

The information on this website is provided for your information only and does not constitute or form part of, and should not be construed as, an invitation, offer, recommendation or solicitation to buy or sell units in the Edinburgh Investment Trust.

All investments carry risk and further details of the risks associated with investing in the Edinburgh Investment Trust can be found in the Key Information Document (KID), or in the legal and key documents available on this website. Please refer to these before making any final investment decisions.

The value of units and the income generated from them can fall as well as rise and are not guaranteed and investors may not get back the amount originally subscribed.

You are about the enter the site, but different terms apply to different user types. Depending on your user type, by ticking this box you are confirming that you have read and agree with the relevant declaration

These terms are as follows:

Journalist

Information in this area of the website is intended for financial journalists from your jurisdiction only and is not intended for use by members of the public. Should you proceed to access this website and click “Yes, I agree”, you:

Represent and warrant that you are a journalist specialising in the financial sector;

agree that you are accessing this website in your capacity as a financial journalist and not as a member of the general public or as a prospective investor;

1.  confirm that you are based in your jurisdiction;
2.  confirm you have read and understood the Terms and Conditions of the website; and
3.  have read and understood the following.

The information on this website is provided for your information only and does not constitute or form part of, and should not be construed as, an invitation, offer, recommendation or solicitation to buy or sell units in the Edinburgh Investment Trust.

All investments carry risk and further details of the risks associated with investing in the Edinburgh Investment Trust can be found in the Key Information Document (KID), or in the legal and key documents available on this website. Please refer to these before making any final investment decisions.

The value of units and the income generated from them can fall as well as rise and are not guaranteed and investors may not get back the amount originally subscribed.

You are about the enter the site, but different terms apply to different user types. Depending on your user type, by ticking this box you are confirming that you have read and agree with the relevant declaration.

These terms are as follows:

Charities

The information on this website is provided for eligible charities.  Should you proceed to access this website and click “Yes, I agree”, you:

1.  confirm that you are based in your jurisdiction;
2.  you are an existing Liontrust charities client or a charitable organisation who is eligible to access this website;
3.  confirm you have read and understood the Terms and Conditions of the website; and
4.  have read and understood the following.

The content on the website is for your information only and does not constitute or form part of, and should not be construed as, an invitation, offer, recommendation or solicitation to buy or sell units in Liontrust investment products.

All investments carry risk and further details of the risks associated with investing in the Edinburgh Investment Trust can be found in the Key Information Document (KID), or in the legal and key documents available on this website. Please refer to these before making any final investment decisions.

The value of units and the income generated from them can fall as well as rise and are not guaranteed and investors may not get back the amount originally subscribed.

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Menu Edinburgh Investment Trust

Consumer duty

Liontrust has always taken seriously its responsibility as guardians of investors’ assets and its role in looking after other people’s savings. Therefore, it has welcomed the FCA’s Consumer Duty and believes this is in the interests of everyone delivering financial services as well as of the ultimate investors.

Key information for Distributors Frequently asked questions

What is Consumer Duty?

The FCA introduced the Consumer Duty in July 2023 to improve levels of protection for retail customers. The Consumer Duty sets the standard of care that firms should give to customers in retail financial markets.

There is a new Consumer Principle – A Firm must act to deliver good outcomes for retail customers. Liontrust is committed to delivering against this new Principle 12 and this includes adhering to the cross-cutting rules across our online and manual customer sales journey and when working with third parties we must act in good faith towards our retail customers, avoid foreseeable harm to retail customers and enable our retail customers to pursue their financial objectives.

FCA Consumer Outcomes

There are four consumer outcomes:

  1. Products and services 
  2. Price and value 
  3. Consumer understanding 
  4. Consumer support

Cross-cutting rules:

  1. Act in good faith toward retail customers
  2. Avoid foreseeable harm to retail customers
  3. Enable and support retail customers to pursue their financial objectives

Liontrust's approach to Consumer Duty

The below has been written on behalf of Liontrust.

Culture and strategy

The FCA has emphasised the importance company culture has on delivering good outcomes for the retail investor. We have a dedicated working group to ensure that our purpose, leadership, governance and people aligns with the Consumer Duty. Clients and investors are at the core of all our actions and decisions.

Our Consumer Duty Champion is Mandy Donald, who is a Non-executive Director (NED) of Liontrust Asset Management PLC and independent NED of the Liontrust Fund Partners LLP Management Committee.

How we plan to monitor outcomes

We use the Group Risk Scorecard system to measure levels of harm and confirm whether we have met consumer outcomes. Risk indicators show when an action should be considered. The output of this proactive and reactive monitoring approach is supplemented with additional reporting on Consumer Duty. We have also established a new Committee - the Consumer & Conduct Committee - that replaces our existing Treating Customers Fairly Committee. The Committee is structured around the four consumer outcomes, cross-cutting rules, and culture, conduct and competence.

Consumer understanding and consumer support outcomes

Liontrust is focused on providing communications and content that is understandable and accessible to all retail clients, including clients who may have characteristics of vulnerability. This includes educational articles which are being continuously added to our website.

Part of our focus is also expanding the literature that we produce for distributors to share with their clients. Liontrust has joined other asset managers to establish a consumer panel run by an independent research company. This is providing feedback on whether retail investors understand the communications, literature and content; what they find interesting and useful; and what else they want to be given and informed about. In addition, we have included a short survey on every fund page on our website for personal investors to provide further feedback. This will help us to make our communications as relevant and accessible as possible.
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We welcome feedback from distributors on our communications and literature.

Vulnerability and accessibility

We have made a number of improvements specifically around vulnerability and accessibility. These include:

  • - Appointing three internal Vulnerable Customers Champions who have been specially trained.
  • - Training on the Duty has been provided to ensure all Liontrust employees are aware of their responsibilities as part of their specific roles and how they are able to contribute to good customer outcomes. This included specific consideration of retail investors with characteristics of vulnerability.
  • - Accessibility tools have been added to the website, please let us know if you or your clients require further help with accessibility.