Terms and conditions


Please note: All references below to the "site" or "website" refer to the Invesco Perpetual website located at www.invescoperpetual.co.uk (and any relevant microsites).

This site is intended for use by UK residents only. Certain information on the site is for Financial Advisers only, and is not suitable for Private Investors.

Site issuers

The information on this site is issued by the following companies:

  • Invesco Fund Managers Limited (IFML), Registered in England No. 898166
  • Invesco Asset Management Limited (IAML), Registered in England No. 949417

The above companies are authorised and regulated by the Financial Conduct Authority – Firm reference numbers 119298 (IFML) and 122674 (IAML). To verify, see www.fca.org.uk/

The registered address for the above companies is Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, UK.

Invesco Perpetual is a business name of Invesco Fund Managers Limited and Invesco Asset Management Limited.

Invesco Ltd is the ultimate holding company of the Invesco group (registered number 40671) with its registered office situated at Canon's Court, 22 Victoria Street, Hamilton, HM12, Bermuda.

Legal information/Notice

The entire content of the site is subject to copyright, with all rights reserved.

You may download or print individual sections of the site for personal use and information only, provided you retain all copyright and other proprietary notices. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise) - except when using our Email page tool - modify, link into or use for any public or commercial purpose the site without the prior written permission of IFML or IAML.

You must not transmit any virus, 'worm', 'Trojan horse', or other item of a destructive nature to this site and it is your responsibility to ensure that whatever you download or select for your use from the site is free from such items.

Where a link exists to a site that has not been issued by a company that forms part of the Invesco Ltd group of companies (an external link), we do not accept any responsibility for the content of such a site or the products, services or other items offered through that site.

This site is established in England in accordance with, and shall be governed by, the laws of England and Wales. Your browsing in and use of the site shall be deemed acceptance of these Laws. A condition of using the site is that in the event of any dispute or proceeding you irrevocably submit to the exclusive jurisdiction of the English Courts and waive any objection to proceedings in such courts on the grounds of venue or on the grounds that the proceedings have been brought in an inconvenient forum.

Each time you use the site, a condition of use is that you comply with the above terms.

Privacy statement

By continuing to use this site, you agree to the terms and conditions in this Privacy statement. Please also review the Invesco Privacy Notice & Cookie Statement before you use this site, this statement can be viewed here

What information will I be asked for?

We have designed our site to provide information and services that are both relevant and useful to you. To do this, we will ask you to provide the following information when accessing certain pages on our site.

Your audience type

Some pages on our site are created specifically for certain audiences. Letting us know whether you are a Private Investor, Financial Adviser or Institutional Investor, allows us to show you the pages most relevant to your audience type. If you choose the wrong audience type, you can change your audience type using the links at the top of each page.

If you have identified your audience type as Financial Adviser or Institutional Investor but have not registered for our site services (see 'Your name and email address' below), you will also be asked to reconfirm your choice of audience type after each 30-day period.

Find out more about which audience type to select

Your name and email address

For some of the services on our site to work effectively (such as email updates), we need to be able to identify who you are. To do this, we will ask you to register for our site by providing your name, company name (financial advisers and institutional investors only) and email address, and then choosing your own password. If you ask for information by post at any time, we will also ask you to provide your postal address.

You can deregister from our site at anytime on the Your account section.

Once you have registered for our site, it will recognise who you are on future visits, so you can instantly access all services without having to log in again. If you do not want our site to recognise you the next time you visit, use the 'log out' link at the top of each page before leaving our site.

Another person's name and email address

Using our Email page tool, you will be able to send links to site content to another person, by providing their name, audience type, company name (if relevant) and email address. We will not use this information for any purpose other than sending the links you request. You should always get permission before providing someone else's details to us.

Your account details

Private investors

We offer a Valuation service on our site for Private Investors. Before you register for this service we will need further details to authenticate you.

Financial Advisers

We offer a Valuations service on our site for Financial Advisers who have clients invested with us. Before you register for this service, we will need further details to authenticate you. These details will include your individual FCA number. We will then carry out a further verification process by email and post before giving you access to this service.

Find out more about our valuations service

Investment trust shareholders

If you hold shares directly in an Invesco Perpetual-managed investment trust (i.e. not within an ISA or Savings Scheme) you can check or change any information regarding your personal shareholding through the website of the company's registrar, Capita Registrars. Capita manage the administration of all investment trusts and investment companies for which we manage the investments. The conditions of use and privacy policy for this service can be found on the Capita shareportal.

Data Protection Act

Any information you (or your representative) provide to us (or which we observe from the use you make of our products and services) may be processed and held by us, or transferred to your financial adviser (if applicable), other Invesco Ltd companies or to the group's service providers, business associates or agents, credit reference agencies and used for administration, assessment and analysis purposes (including market and product analysis and behaviour scoring, to check your identity, prevent and detect fraud and or/money laundering and to recover debts). We may also use it to develop and inform you about financial and other products and services we offer, and to protect the group's interests. This may involve transfers outside the European Economic Area (EEA), including the USA, to countries where data protection laws may not be as strong. However, it will be processed and maintained to the same standards as if it were still within the EEA. By providing us with this information, you consent to these transfers and uses, and to any disclosure required by law.


To ensure that security remains intact, you must keep your usernames and passwords secure at all times and not disclose them to any third party. Instructions received from you that are validated by your password will be treated as genuine. We strongly suggest that your passwords are different from those that you use to access other websites, and that you change your passwords regularly. If you do provide your username and password to a third party, and as a result we find that the integrity of our systems could potentially be compromised, we reserve the right to block online access to your account. Where you have not complied with these Terms & Conditions, and failed to take reasonable security precautions, or where your account has been blocked due to security concerns, we will not be held liable for any financial losses that may follow.

Will my personal information be sold to third parties?

Your privacy is one of our biggest priorities. Information you submit via this site will not be sold or distributed to any third party outside Invesco Ltd (see our Privacy statement for more details).

This Terms & Conditions statement was updated on 22 February 2018. We reserve the right to change the content of this statement at any time, and will post any changes on this page of the site on their effective date.