You are able to own stocks and shares, however we must be careful with our independence in respect of these. For example, you or your immediate family/friends cannot own shares in a company that you audit. We have an independence tool that can help you assess this but the main thing is being aware of which companies you have invested with

10 July, 2024 16:50

Hi Ana, I currently have money invested in a number of funds that include over 500 companies in each. Who would I be able to contact to have a more private conversation about this with?

10 July, 2024 16:52

Good question! When you complete your independence form when you join, it will ask you about your investments, and I believe it should have a link to the compliance team who would be able to help you with this, but it may be a good idea to ask your fund manager to provide a breakdown of those companies in advance.

10 July, 2024 16:58

Fantastic, thank you! I will start working on this.

10 July, 2024 16:59

Perfect, no worries!

10 July, 2024 17:11