Harpenden:
01582 461588
Newbury:
01635 521444
Harpenden:   Newbury:
01582 461588   01635 521444
Independent Financial Advisers and Investment Managers
About us

Legal & Regulatory

Shareholder Rights Directive

AMR are required by the Shareholder Rights Directive II to explain whether or not we have an engagement policy in relation to the companies we invest in. As a regional investment management firm we hold a very small proportion of shares in investee companies and far lower than large institutional asset managers and pension funds. AMR engages with companies prior to an investment and on an ad-hoc basis throughout the holding period of the investment. However, we do not engage with investee companies to the extent envisaged by SRD II. We therefore do not have a formal engagement policy.

Risk Warning

Please note that, investments and the income derived from them can fall as well as rise.  Past performance is not necessarily a guide to future performance and investors may not get back the amount invested. The content of this website does not constitute an offer or invitation to sell or buy investments or services.

Legal Documents

AMR Services Brochure