Legal information

The information within this website is intended for investment professionals or other persons who would qualify as a professional client or eligible counterparty investor.

The information within this website has been prepared by Consortium Investment Management LLP (Consortium) and is directed at persons and firms who have been or are capable of categorisation as a professional client or eligible counterparty investor under the Financial Services and Markets Act 2000 (FSMA). Consortium is authorised and regulated by the Financial Conduct Authority in the United Kingdom with number 466575.

This site is intended to raise awareness of the services provided by Consortium and is not intended and should not be considered to be a promotion of fund interests to any class of investor.  It is not directed at retail clients.  Readers of the website should nonetheless be aware that most if not all of the protections provided by the United Kingdom regulatory structure will not apply to investments in the funds operated by Consortium.

Viewers of the website are advised to read the terms and conditions carefully and note that they may change without prior notice.  Your continued use of the website following any changes will mean that you accept such changes.  By accessing any page of this website, you agree to be bound by these terms and conditions. If you do not agree you should exit the site immediately.

Consortium Investment Management is the trading name of Consortium Investment Management LLP, a limited liability partnership registered in England with number OC327385. Consortium’s registered office is at 81 Wimpole Street, London W1G 9RE where a list of members is available for inspection.  Consortium uses the term “Partner” to refer to members of Consortium Investment Management LLP.

Consortium is registered for VAT with number 906 4698 96

This website and these conditions are governed by English law. Any disputes arising from this website shall be resolved by the English courts.

Content of this website

By using this website you agree, so far as this is permitted under the provisions of the UK law and the UK regulatory system, to the exclusion by Consortium of any liability, including without limitation that arising from any loss of profit or any other damage direct or consequential, in respect of any errors and/or omissions by us and/or any relevant third parties in respect of the content. Any opinions or estimates included herein constitute a judgement as at the date of publication and are subject to change without notice.

The entire contents of this website and all property and rights in it belong to Consortium Investment Management LLP and may not be reproduced for any commercial purpose whatsoever without the prior written consent of Consortium Investment Management LLP.

Solicitation

This website does not constitute and should not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or not authorised.  In particular, the provision of the information in this section of the website does not constitute an offer to purchase securities to any person in the United States or to any U.S. Person as such term is defined under the Securities Act of 1933, as amended.  The information contained in this site about Consortium is not directed to any person in the United States.

The funds operated by Consortium are unregulated collective investment schemes. Their promotion or offering in the United Kingdom is restricted to institutions or individuals falling within applicable exemptions under FSMA.  This website does not contain any information on particular schemes operated by Consortium and is not intended to solicit investment into any fund operated or to be operated by Consortium.

Advice and taxation

Consortium does not offer investment or tax advice.  No information contained within this section of the website should be construed as investment or tax advice.  Taxation will depend on individual financial circumstances and the country of residence.   Investors should take advice on their tax position if they have any uncertainty about the tax consequences of an investment.

UK Financial Reporting Council’s Stewardship Code

Under Rule 2.2.3R of the FCA’s Conduct of Business Sourcebook, Consortium is required to include on this website a disclosure about the nature of its commitment to the UK Financial Reporting Council’s Stewardship Code (Code) or, where it does not commit to the Code, its alternative investment strategy.  The Code is a voluntary code and sets out a number of principles relating to engagement by investors with UK equity issuers.

The funds that Consortium operates typically pursue a strategy involving direct investment in real estate and do not trade in single equities.  Consequently, while Consortium supports the general objectives that underlie the Code, the provisions of the Code are not relevant to the type of trading currently undertaken by Consortium.  If the investment strategies of the funds operated by Consortium change in such a manner that the provisions of the Code become relevant, Consortium will amend this disclosure accordingly.

Key Information Documents (KIDs)

Due to the restrictions in marketing alternative investment funds in the UK, KIDs for funds involving Consortium are only available upon request to those persons eligible to receive them.