Legal Information

The present terms and conditions were last updated on 8 March 2023.

Important Legal Information – Please read these terms and conditions carefully.

YOUR USE OF THIS WEBSITE WILL BE DEEMED AS YOUR ACCEPTANCE OF THE TERMS BELOW.  IF YOU DO NOT AGREE TO THESE TERMS, DO NOT ACCESS THIS SITE OR ANY PAGES THEREOF.

LEGAL INFORMATION ABOUT THE COMPANY, E.I. STURDZA STRATEGIC MANAGEMENT LIMITED

You are currently logged onto this website E.I. Sturdza Strategic Management Limited, whose principal activity is to act as the investment manager of E.I. Sturdza Funds plc, an Irish-domiciled open-ended investment company structured as an umbrella fund and a number of Managed Accounts.

The Managing Director of the Company is Andrew Fish.

Investment involves risk.  The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.

The investments discussed on this website may not be suitable for all investors and are not intended for distribution to, or use by, any person or entity in any country or jurisdiction where to do so would be contrary to law or regulation or which would subject to the Company / Eric Sturdza Investments to any registration within these jurisdictions.  Not all products or services may be registered in all jurisdictions or be available to all investors. Investors should make their own investment decisions based on their own financial objectives and financial resources and if in any doubt, should seek advice from an investment advisor.

Past performance is not a reliable indicator of future performance. Income from investments may fluctuate. The price or value of the investments to which information relates, either directly or indirectly, may fall or rise against the interests of investors.

The tax treatment of all investments depends upon individual circumstances and may be subject to change. Investors should discuss their financial arrangements with their own tax adviser as the value of any tax reliefs available is subject to individual circumstances. Levels and bases of taxation may change.

This information on this website is directed only at persons who are resident outside of the United States of America.

This website is not intended for or directed at persons who are bound by laws or regulations which prohibit the publication of or access to the information contained in this website.

In any case, persons who are subject to such restrictions, are not permitted to access the information contained in this website and are requested to leave this website.

Where an investment is made in currencies other than the investor’s base currency, the value of those investments, and any income from them, will be affected by movements in exchange rates. This effect may be unfavourable as well as favourable.

The data and information on this website are provided for information purposes only and are not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments. This has no regard for the specific investment objectives, financial situation or needs of any specific investor.

Corporate Information

Eric Sturdza Investments is the brand name used when referring to one or more of the following entities:

Guernsey

E.I. Sturdza Strategic Management Limited
Registered Office:
3rd Floor, Maison Trinity
Rue du Pre
St Peter Port
Guernsey
GY1 1LT
Channel Islands

United Kingdom

E.I. Sturdza Investments Limited
Registered Office:
6th Floor
130 Jermyn Street
London
SW1Y 4UR
United Kingdom

Ireland

E.I. Sturdza Funds plc
Registered Office:
Chartered Corporate Services
4th Floor
76 Baggot Street Lower
Dublin 2
Ireland

Eric Sturdza Investments does not make any warranties, express or implied, that the products, securities or services mentioned are available in your jurisdiction. Accordingly, if it is prohibited to advertise or make the products, securities or services available in your jurisdiction, or to you (by reason of nationality, residence or otherwise) such products, securities or services are not directed at you.

The information contained on this website is based on materials and sources that we believe to be reliable and the material provided on this website is presented as of the date shown and “as is”. Eric Sturdza Investments makes no representation or warranty, either express or implied, in relation to the accuracy, completeness or reliability of the information contained herein and expressly disclaims any warranties of fitness of this website for any particular purpose. The material is based upon information that we consider reliable, but we do not represent that it is accurate, complete, valid or timely and it should not be relied on as such for any particular purpose. All opinions and estimates included in this notice are subject to change without notice and Eric Sturdza Investments are under no obligation to update the information contained herein. Eric Sturdza Investments, their affiliates or employees shall not have any liability whatsoever for any indirect or consequential loss or damage arising from the use of information on this site.

When navigating around this website, Internet users may notify Eric Sturdza Investments not only the technical and browsing information cited in our Cookies Policy, such as the type of browser, the IP address, the pages visited and the average time spent necessary for the administration of this website, but also data of a personal character, necessary for the implementation of the services offered on this website.

Personal data so collected may form the object of processing, pursuant to the Data Protection Acts 1988-2018 (as applicable to Ireland), the Data Protection (Bailiwick of Guernsey) Law, 2017 (as applicable to the Company) and the General Data Protection Regulation (EU) 2016/679 (as may be amended from time to time) under the conditions mentioned in each collection medium for the offered services.

Eric Sturdza Investments undertakes to retain data of a personal character for the duration necessary to the service for which they have been collected, a note of which appears on each data collection form.

Eric Sturdza Investments shall keep all personal information provided by Internet users via this website confidential and in accordance with the laws and regulations currently in effect.

For further information regarding the collection of personal data, please refer to our Privacy Policy.

We also reserve the right to utilise cookie technology.  Please refer to our Cookies Policy.

The entire content of this website is subject to copyright with all rights reserved. By using the pages of this website, and/or by reading the material within it, you agree that you will use the information only for your internal business purposes and that you will not otherwise download, copy, transmit or distribute in any way any of this material in whole or in part.

This website may contain hyperlinks that have not been reviewed and are provided for information only. By clicking on such a hyperlink, you will leave this website and the regulatory and legal protections that attach to certain pages herein.

Regulations and Laws
Guernsey

E.I. Sturdza Strategic Management Limited is registered in Guernsey. Company Number: 35985.

E.I. Sturdza Strategic Management Limited is authorised and regulated by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick of Guernsey) Law, 1987 as amended to carry on Controlled Investment Business.  Visit www.gfsc.gg for further information.

United Kingdom

E.I. Sturdza Investments Limited is registered as a private limited company in England & Wales. Company Number: 08589926.

E.I. Sturdza Investments Limited (Financial Conduct Authority reference number: 648968. Company No: 08589926) is an appointed representative of Thornbridge Investment Management LLP (Company No: OC398922), which is authorised and regulated by the Financial Conduct Authority under reference number: 713859. Visit www.fca.org.uk for further information.

Ireland

E.I. Sturdza Funds plc is an open-ended umbrella investment company with segregated liability between funds (registration number 461518) authorised by the Central Bank of Ireland as a UCITS pursuant to the UCITS Regulations. Visit www.centralbank.ie for further information.