Evelyn Partners as a Manufacturer

Our Consumer Duty responsibilities are overseen by various committees, including the “Own Products Committee”, which considers fair value and product governance.
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• Our Fair Value Framework defines how Evelyn Partners assesses fair value, taking into account, comparable competitor pricing, comparable pricing within our own Group, service and value add, and cost to serve amongst other things.
• Our Product Governance Framework requires each product and service to be assessed against all Consumer Duty and PROD requirements. The Product Governance Framework requires a detailed assessment of the product or service against various metrics including: the intended target market, the intended distribution strategy, understanding where foreseeable harm could occur and how that is prevented, understanding how the product or service adequately deals with any potential client vulnerabilities, amongst other things.
• Our information template for all distributors of Evelyn Partners products and services sets out information included within the European MiFID Template (EMT), as well as additional fields designed to support our distributors in understanding what target market the product or service is designed for, how we envisage sharing information if there are indicators of concern or complaints from consumers in relation to the product or service, and confirmation that the product and service has gone through the Fair Value and Product Governance assessment process.
• In undertaking the Fair Value Assessment for our products and services, we have determined that in relation to pricing for our products where financial advisers are acting on either an agent as client basis or reliance on others, that there is a lower cost to serve as a result of the work the financial adviser undertakes. This is reflected in our pricing which is subject to ongoing monitoring and assessment.

This page was last updated on 11/08/2025.