MIFID Prudential Disclosure Information

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MIFID Prudential Disclosures Information

Wise Funds Limited is authorised and regulated by the Financial Conduct Authority. The company is entered on the Financial Conduct Authority’s register. The company number is 10397571 and the FCA number is 768269. You can access the Financial Conduct Authority’s register on the FCA website for more information.

The Financial Conduct Authority (“FCA”) sets out the detailed prudential requirements that apply to Wise Funds Limited (the “Firm”) in the MIFIDPRU chapter of the FCA Handbook. MIFIDPRU 8 sets out public disclosure rules. As at 31 December 2023 Wise is classified under MIFIDPRU as a small and non-interconnected firm (“SNI”), which means that it is required by MIFIDPRU 8 to disclose information regarding its remuneration policy and practices.

This document has been prepared by Wise Funds in accordance with the requirements of MIFIDPRU 8. Unless otherwise stated, all figures are based on the Firm’s 31 December 2023 financial year end.

MIFID PRU 8 disclosure document 

Important notice:

Whilst the funds we act as investment manager for are available to retail investors via third party providers, please note that we do not have permissions from the FCA to deal directly with retail clients and the information provided on this website is for information purposes only.

If you are not an investment professional you may still wish to visit the website to find out information about Wise Funds and the funds we manage but we recommend that if you wish to obtain advice regarding the suitability of these funds for you, you should contact a financial adviser.

Applications to invest in any fund referred to on this website can only be made through a third party and must only be made on the basis of the offering documents relating to the specific investment.

Confirmation

I understand that this website is provided for information purposes only and does not constitute an invitation, offer or solicitation to engage in any investment activity including to buy or sell any investment. I understand that nothing contained in this website should be deemed to constitute the provision of financial, investment, tax or any other professional advice in any way.

I understand that I should refer to the fund prospectus and KIID before making any investment decisions.

I understand that the value of investments and the income from them can fluctuate (this may partly be the result of exchange rate fluctuations) and that I may not get back the full amount invested. I understand that past performance is not a reliable indicator of future results.

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