Terms and Conditions

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How to Invest

Offering a variety of solutions to invest

We work with advisers to ensure that the best solutions for investing are possible. You can invest for your clients in the following three key ways. If you would like any further information on investing in the funds please contact our intermediary team:

Investing in the funds via a platform:

If you are investing in one of the SVS Cornelian Funds via a platform, you will find the relevant SEDOL numbers on our Prices page.  You will also find the KIIDs documents which contain the relevant ISIN numbers.

Prices & KIIDs

Investing via our Cornelian Portfolio Service:

Your client can also invest in the SVS Cornelian funds via our discretionary Cornelian Portfolio Service where you act as Permitted Adviser on behalf of your client.  This service offers a range of key features with a minimum investment of £75,000.

Cornelian Portfolio

Investing Directly via the Fund Administrator:

The Authorised Corporate Director (ACD) for the funds is Smith & Williamson Fund Administration Limited

Direct Investment
Telephone: 0141 222 1150 - direct investment

Queries on Transfers
Telephone: 0141 222 1151 - queries on transfers

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