Important Information and Notices

Important information (all links are to PDF files):

Client Privacy Notice

Marketing Privacy Notice

FAQ for Retail Clients

Gender Pay Gap Report:  2020  |  2019  |  2018 

Interest Rates for SEI Custody Terms and Conditions

Internal Audit Department Charter

Order Handling and Execution Policy

RTS 28 – Top 5 Execution Venues:  2019 | 2018

SEI Investments (Europe) Limited Pillar 3 Disclosure

SEI Investments – Guernsey Limited

• Client Privacy Notice
• Website Privacy Notice

Shareholder Rights Directive II: Engagement Policy

SIEL Modern Slavery Act Transparency Statement 2020

SIEL and SES Tax Strategy 

SIEL Section 172(1) Statement 

Complaint and Non-retaliation (Whistle-blowing) Policy