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Regulatory Disclosures

About Partners Capital

Partners Capital refers to the Partners Capital group of entities comprising: (i) Partners Capital Investment Group, LLP, registered as an investment adviser with the Securities and Exchange Commission ("SEC"), as a commodity trading adviser with the Commodity Futures Trading Commission (“CFTC”) and is a member of the National Futures Association (“NFA”); (ii) Partners Capital LLP (FRN: 475743), authorised and regulated in the United Kingdom by the Financial Conduct Authority ("FCA"); (iii) Partners Capital Asia Limited (CER:AXB644), licensed by the Securities and Futures Commission ("SFC") in Hong Kong; and (iv) Partners Capital Investment Group (Asia) Pte Limited (CMS 100506-1) regulated by the Monetary Authority of Singapore (“MAS”).

Regulatory Warnings

General

Access to this website is not permitted by any person in any jurisdiction (by way of nationality, residence, domicile or otherwise) where the publication or availability of this website would be in contravention of any applicable law or regulation. Partners Capital only deals with clients that are sophisticated in financial services products and/ or have significant high net worth. Partners Capital does not provide services to the general public and the material on this website is not intended to be marketing to such persons.

United States

This website is intended solely to provide general information about the firm, its services and its people. Under no circumstances should any information provided on this website be considered as an offer soliciting the purchase or sale of any security or interest in any pooled investment vehicle sponsored by Partners Capital. Such offers or solicitations will be made separately and only by means of the offering documents of the specific pooled investment vehicles and only to those who, among other requirements, meet certain qualifications under federal securities laws. Such investors, defined as accredited investors and qualified purchasers, are generally deemed sophisticated in financial matters such that they are capable of evaluating the merits and risks of prospective investments. Registration with the SEC does not imply a certain level of skill or training. Additional information about Partners Capital, including the Firm’s Form ADV Part 2A Brochure, is available at the SEC’s website,www.adviserinfo.sec.gov.

United Kingdom

Partners Capital LLP is a limited liability partnership incorporated in England and Wales under number OC332859. Its registered office is a 5 Young Street, London W8 5EH. To the extent that any content of this website is aimed at residents of the United Kingdom, such content has been approved for issue in the United Kingdom by Partners Capital LLP, which is authorised and regulated by the FCA . Partners Capital LLP's advice is categorised by the FCA as “restricted” because it advises on investment funds, which are only one type of “retail investment product”. Partners Capital LLP does not provide investment advice on other retail investment products, such as life insurance, stakeholder pensions or personal pension schemes. This website is only aimed at FCA professional investors or retail investors that have a current and valid certificate of high net worth or sophistication. The content of this website is not suitable for all types of investors.

Singapore

Partners Capital Investment Group (Asia) Pte Limited is  a private limited company incorporated in Singapore. Its registered office is at 50 Raffles Place, Level 34, Singapore Land Tower, Singapore 048623. To the extent that any content of this website is aimed at residents of Singapore, such content has been approved for issue in Singapore by Partners Capital Investment Group (Asia) Pte Limited, which is regulated by the Monetary Authority of Singapore as a holder of a Capital Markets Services licence for Fund Management under the Securities and Futures Act and as an exempt financial adviser. This website is only aimed at accredited investors and institutional investors as defined in Section 4A of the Securities and Futures Act. The content of this website is not suitable for all types of investors.

Hong Kong

Partners Capital Asia Limited is a limited liability company incorporated in Hong Kong. Its registered office is at Level 8, Unit 829, Two Exchange Square, 8 Connaught Place, Central, Hong Kong. To the extent that any content of this website is aimed at residents in Hong Kong, such contents has been approved for issue by Partners Capital Asia Limited, which is authorised and regulated by the SFC. This website is aimed at professional investors, as defined by the SFC, and Partners Capital Asia Limited does not have a licence to provide regulated services to retail clients.

United Kingdom’s Stewardship Code

The UK Stewardship Code aims to enhance the quality of engagement between asset managers and companies to help improve governance and long-term risk-adjusted returns to shareholders. The Code lays out best practices and is overseen by the Financial Reporting Council (FRC). It applies to institutional investors and, by extension, to service providers and investment consultants.

At Partners Capital, all our actions are conducted with our clients’ best interest in mind. In this regard, we firmly believe that effective stewardship is of vital importance to promote the long-term value of our investments and thus, to ultimately enhance the investment performance for our clients. Effective stewardship includes a focus on long-term success, a clear division of duties, provision of transparent information, and an alignment of interests. Therefore, we support adoption of the Stewardship Code by our third party asset managers and adhere to the principles of the Code in our own business activities.

The goals of the Stewardship Code reflect our long-term investment approach of seeking coordination of shareholder interests with the actions of management. In line with the Code’s principles, we ensure a fair and transparent allocation of the limited capacities for some of our best fund managers to all our clients. When possible conflicts of interests arise, we rely on strict policies to safeguard that our clients’ interests always come first and we expect the same from our asset managers.

When selecting third party asset managers, we establish whether their approach is consistent with the principles of the Code. For example, we actively favour managers with a long-term perspective of sustainable shareholder value creation and we only invest client capital in funds with transparent reporting. Partners Capital does not generally invest directly in equities, but we do encourage robust stewardship policies at our third party managers, including shareholder activism where appropriate and clear policies on voting.

Past results of Partners Capital’s pooled investment vehicles or investment strategies are not necessarily indicative of future results.