Documents
Download our brochure and key documents below.
Brochures
View and download our flyers and brochures to learn more about LeifBridge and the services we provide.
LEIFBRIDGE - ABOUT US
To simply get to know what LeifBridge is about, you can download our two-page document. In this document, you will learn who we are, what we offer, as well as our investment philosophy.
LEIFBRIDGE INVESTMENT SERVICES
For a more detailed document on the services we offer, download the below three-page document.
LEIFBRIDGE BROCHURE
Download our stripped back brochure, for more top level details on who LeifBridge are, our values, investment philosophy and process, as well as what services we offer.
LEIFBRIDGE CLIENT BROCHURE
Download our brochure to find our more about who LeifBridge are, our investment approach, our values, services, as well as the process of becoming a client and more.
Policies
View and download our legal policies and notices.
BUSINESS TERMS AND CONDITIONS
For our latest Business Terms and Conditions, you can download the below document.
SUPPLEMENTAL BUSINESS TERMS AND CONDITIONS – INVESTMENT WRAPPER SCHEME ACCOUNTS
Download our • Supplemental Business Terms and Conditions – Investment Wrapper Scheme Accounts below.
ESG INVESTMENT POLICY
To read more on ESG investment policy, download the below document.
CONFLICT OF INTEREST POLICY
Shard Capital has a duty to take all appropriate steps to identify and prevent or manage conflicts of interest that arise or may arise during the course of providing services to our clients. Shard Capital's Conflicts of Interest Policy can be found here.