Conflicts of Interest Policy

Castlefield Partners Limited (CPL) Conflicts of Interest Policy

Regulations require firms to take all reasonable steps to identify any such conflicts of interest that may exist within the firm (including its managers, employees, appointed representatives, or where applicable tied agents, or any person directly or indirectly linked to the firm by control), between the firm and our clients, and between one client and another.

To prevent the risk of damage to clients’ interests as a result of any such conflict, we have in place various organisational and administrative arrangements to deal with potential conflicts of the type, disclosed in our Conflicts of Interest policy.

Winners and Spinners Report 2017

Report reveals best in class ethical funds but disappointingly also uncovers evidence of ‘greenwash’.

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We are delighted that Castlefield has received some recent recognition for our expertise.

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Resource Links

  • We’re available by phone and email, but most of all in person to provide advice.

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  • Story of our client: Vitsoe - A Persistent System

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  • The thoughtful investor- Conrad Jacobson

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