Investment Advice
Trustees and asset managers have interests which are different sides of the same coin but with an equal interest in managing the complexities of modern investing.
If you are a trustee you will be interested in using us to help you on the legal aspects of
- Selecting and appointing investment managers and custodians
- Reviewing and tailoring agreements on investment management, custodianship and transition management
- Analysing agreements of documents for unit linked policies, hedge fund investments, partnerships, funds and derivatives
- Explaining and advising on the risks of unfamiliar investments – and checking the power to invest in them
- Monitoring the compliance of the statement of investment principles
- Applying pensions, investments, property, insurance and banking law where appropriate
- Advising on offshore investments (where necessary using our overseas colleagues)
If you are a product provider or designer you can use our specialist Pension Provider Services team to make sure your products are compliant and user-friendly for trustees.
Pinsent Masons is a member of the IMA, the NAPF and other institutional bodies with access to their guidance and technical advice.
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