Please contact the Marketing team at marketing@liontrust.co.uk or your usual sales representative if you would like any guides or sales documents that you cannot find on this page.
Please ensure that your clients have read the relevant KIID before they make an investment in a Liontrust Fund. You will also need to ensure that your clients have read the Important Information for Investors document in conjunction with the KIIDs. You can find these in the literature section on the relevant fund page.
Consumer Duty
Consumer Duty is significant for both asset managers and distributors such as financial advisers. Liontrust believes we are well placed to meet the rules and continue to help distributors and their clients to meet their long-term goals, enjoy good outcomes and ensure they do not suffer financial harm.
BNYM Transfer Agency Online Registration
You can access your clients’ account information for all Liontrust funds through our BNYM Transfer Agency Online portal, which is hosted by our administrators - Bank of New York Mellon (International) Ltd.
BNYM Transfer Agency Online provides real-time transactional breakdowns, a reporting facility, access to documentation such as statements and contract notes and has a secure segregated dealing facility.
To register for this service, please contact:
Client Service Centre: 0344 892 0349
Email: liontrustadmin@bnymellon.com
Costs and charges
For more information about ongoing costs and the make up of the Ongoing Charges Figure (OCF) see our costs and charges page.
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