Please read the following important information. This applies to your use of this website. By using this website, you confirm that you accept this information. This website is owned and operated by McInroy & Wood Limited and all information on it is approved for publication by it.
McInroy & Wood Limited is a private limited company incorporated in Scotland, with company number SC100377.
McInroy & Wood Portfolios Limited is a wholly owned subsidiary of McInroy & Wood Limited, with company number SC116351.
The registered office for both firms is Easter Alderston, Haddington, EH41 3SF.
Both firms are authorised and regulated by the Financial Conduct Authority.
The group's VAT registration number is 651 9768 95.
McInroy & Wood Limited is registered as an investment adviser with the US Securities and Exchange Commission (SEC) which allows us to manage money on behalf of clients who are resident in the US. Please click to view our Form ADV Part 3 Client Relationship Summary, which we are required to issue to new US retail investors.
McInroy & Wood Portfolios Limited is the manager of the UK authorised unit trusts (i.e. the funds) and McInroy & Wood Limited is the investment adviser to the funds.
The funds are not marketed outside of the UK and do not accept applications by, or on behalf of, US Persons.
Investors in the funds should have a medium to long-term investment horizon (3-5 years) and accept that the value of their investment may fluctuate.
The following risks are associated with holding investments whether through a fund or a segregated account:
Further risks relating to our funds are set out in the Prospectus.
You should consult with a professional financial adviser if you need investment advice. Nothing on this website is intended to constitute advice or information on which you should rely. The investments and investment services referred to in this website may not be suitable for all investors and the information on this website does not take account of any potential client’s investment objectives, particular needs or financial situation.
This website should not be regarded as an offer or solicitation to conduct investment business, as defined by the FSMA 2000, in any jurisdiction other than the United Kingdom.
If you reside outside the UK, your local legislation may not permit us to offer services to you in your own country. Please check with a professional financial adviser as to the legal and regulatory requirements in the country in which you are resident. You are responsible for complying with applicable laws, rules and regulations when accessing this website.
This website, and the information and documentation on it, are not addressed to any person resident in the territory of any country or jurisdiction where such distribution would be contrary to local law or regulation.
The content on this website is provided for general information only. It has been compiled with considerable care to ensure its accuracy at the date of publication. However, no representation or warranty, express or implied, is made to its accuracy or completeness or its suitability for any particular purpose and it may be amended at any time without notice.
We do not guarantee or warrant that this website, or any content on it, will always be available or be uninterrupted. Access to this website is permitted on a temporary basis. We may suspend, withdraw, discontinue or change all or any part of this website without notice. We will not be liable to you if for any reason this website is unavailable at any time or for any period.
No other person or company may link their website into this website without our express written consent. The content, accuracy and opinions expressed in such third-party websites are not checked, analysed, monitored, guaranteed or endorsed by us. Access to any third-party website is at your own risk. We have no responsibility or liability for any third-party website and shall not be liable in any way for any damage or loss caused in relation to the content, goods, funds or services available through such third-party website.
We are the owner or the licensee of all intellectual property rights in the website and in the material published on it. Those works are protected by copyright laws and treaties around the world. All such rights are reserved.
You must not use any part of the content on this website for commercial purposes without obtaining a licence to do so from us or our licensors.
We exclude all conditions, warranties, representations or other terms which may apply to this website or any content on it, whether express or implied.
We will not be liable to any user for any loss or damage, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, even if foreseeable, arising under or in connection with:
Please note that we provide this website for domestic and private use. You agree not to use this website for any commercial or business purposes, and we have no liability to you for any loss of profit, loss of business, business interruption, or loss of business opportunity.
We do not guarantee that this website will be secure or free from bugs or viruses. We will not be liable for any loss or damage caused by a virus, distributed denial-of-service attack, or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of this website or to your downloading of any content on it, or on any website linked to it.
