Stewardship

In 2022 we received confirmation that we had retained our signatory status of the FRC’s stewardship code. This status was granted on the basis of our 2021 report. In order to maintain our signatory status, we submit a report like this to the Financial Reporting Council (FRC) every April. The FRC will confirm if we have successfully maintained our signatory status.

As part of Quilter plc, Quilter Cheviot is a signatory of the United Nations’ Principles for Responsible Investment, which is a global, investor led, initiative to promote and support the integration of ESG considerations into investment research and ownership practices. As part of Quilter plc, we are a signatory to the UK Stewardship Code 2020.

We are also members either through Quilter plc, or in our own right of several formal or informal groups which may facilitate collaboration with other investors, including:

• The Investment Association
• Investor Group of the 30% Club
• UK Sustainable Investment and Financial Association - UKSIF
• The Institutional Investors Group on Climate Change (IIGCC)
• CDP
• The Investor Forum
• Nature Action 100
• Climate Action 100+

This is Quilter Cheviot’s response to the Shareholder Rights Directive (SRD II) requirements regarding shareholder engagement.