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FUNDS · HOW INVESTORS MAY ACCESS GLENMORGAN FUNDS

Fund Access

Investors can enquire directly with Glenmorgan about its funds. In January 2025 Glenmorgan also announced plans to offer its private funds through investment banks and trading platforms in the UK, Europe and the Middle East.

Open an Account Fund access

01 / THE PROCESS

Five
steps.

01

1. Explore

Review the available investment strategies and funds.

02

2. Assess

Review eligibility, documentation, risks and investment requirements.

03

3. Enquire

Submit an enquiry to Glenmorgan.

04

4. Review

Receive the applicable fund documentation and information.

05

5. Invest

Complete the applicable investment process.

02 / BROKERAGE ACCESS — AS ANNOUNCED

Planned access
through partners.

On 30 January 2025 Glenmorgan announced strategic partnerships with investment banks and trading platforms across the UK, Europe and the Middle East. Under the announced plans, investors would be able to buy and sell units in Glenmorgan's private funds through their existing brokerage accounts from Q3 2025, without opening a separate Glenmorgan account.

This describes plans announced at that date. Partner names were not published, and availability may vary by platform and country. Confirm current availability directly with Glenmorgan or your broker.

03 / ELIGIBILITY

Investor
eligibility.

Fund availability depends on each investor's country of residence and investor classification. Some funds may be offered only to professional, institutional or otherwise eligible investors. Eligibility is confirmed and full fund documentation is provided before any investment can proceed.

FREQUENTLY ASKED QUESTIONS

Fund Access
questions.

Do I need a Glenmorgan account?

Under the plans announced in January 2025, investors using partner platforms would not need a separate Glenmorgan account. For direct investment, Glenmorgan will explain the process after your enquiry.

Which platforms offer Glenmorgan funds?

Glenmorgan has not published partner names. Contact Glenmorgan for current information.

COMPANY NEWS

From the
newsroom.

Reported informationFigures and arrangements described on this page come from Glenmorgan press releases published in January and February 2025. They describe what was reported at that time. They are not a statement of current fund size, performance, availability or assets under management, and they are not a guide to future results.

ImportantInformation on this website is general in nature and does not take into account your objectives, financial situation or needs. Investments carry risk, including the possible loss of capital. Past performance is not a reliable indicator of future performance. Consider seeking independent professional advice before making an investment decision. Legal & Company Information

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further.

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YOUR NEXT STEP

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your objectives.

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