Resources

Stakeholder Report 2024

Letter to Stakeholders 2023

Terms for Trustee Services

Application for Services

Introduction to family investment companies (FIC)

Introduction to Trusts

Introduction to Foundations

Introduction to private trust companies (PTC)

Sustainability Policy Statement

Our Diversity and Inclusion Charter

Our Ethical Charter

Invesment Profile Questionnaire

A resource that helps assess your financial goals, risk tolerance, and investment preferences to recommend tailored investment strategies.

Terms for Investment Services

These Terms apply to all Services that we provide to you whether or not any contract refers to these Terms.

Investment Impact Report 2022

This publication highlights the 2022 impact of underlying companies and our managers' active engagement approach, along with details on our Sustainable Balanced strategy.

Gender Pay Gap Report 2023

The report showcases Affinity's commitment to pay equity by analysing gender pay gap data and outlining steps for continued progress.

Investment Impact Report 2023

Our latest Impact Report, The Sustainability Identity Crisis, examines the impact of our sustainable strategies and the challenges on the path to a decarbonised, circular economy.