STEPHEN MUGFORD THESIS ASSET MANAGEMENT

Management

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David has over 25 years investment experience and is responsible for delivering the Collective Investment Scheme service. Nigel has been employed in financial services for over 25 years with the last 13 years in compliance management roles for a range of financial services firms, including Asset Management, Product Providers and Independent Financial Advisers. Joanne is currently studying towards the Investment Operations Certificate and has passed the Introduction to Securities and Investment with Merit. Helen has worked for the Thesis group since Sarah has been with the company since and qualified as an accountant in and is also a member of the Chartered Institute for Securities and Investment.

Stuart joined Tutman in and has nine years of financial services experience, within client servicing and administration. Graham joined Tutman in and has over 25 years regulatory experience in a variety of organisations mainly in the fund management industry. Both entities are authorised and regulated by Financial Conduct Authority. Fund Oversight and Change Manager. At the end of , Anna joined TUTMAN as part of the oversight team, overseeing and monitoring multiple functions of third party administrators. Tutman people strict warning: Miranda qualified as a lawyer in Hong Kong in

Heidi has worked in Financial Services for 18 years, having previously worked for Capita in their insurance division, and joined Thesis in June Ben entered the financial services industry in with Skandia, working in operations and compliance roles. Ed joined Tutman in and has experience in the oversight of third party service providers, fund operations, compliance and regulatory projects.

He joined Bestinvest inworking in the group compliance team covering monitoring, financial crime prevention and regulatory implementation. Graham joined Tutman in and has over 25 years regulatory experience in stephen mugford thesis asset management variety of organisations mainly in the fund management industry.

Stephen graduated from Cambridge University in and then trained with Touche Ross, qualifying in Stephen mugford thesis asset management Trust Oversight and Monitoring Assistant. Sarah has over 20 years’ experience in Collective Investment Schemes and has held a variety of roles spanning operations, product and relationship management.

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Tutman people

Her current responsibilities at TUTMAN include oversight of third party administrators on a day-to-day basis, managing an oversight programme and managing stephen mugford thesis asset management implementation of changes to funds from a technical perspective. Sarah has been with the company since and qualified as an accountant in and is also a member of the Chartered Institute for Securities and Investment.

He is responsible for the management of the due diligence programmes that Tutman undertake on its outsourced arrangements.

For your security, and to allow the prompt resolution of queries, we may record telephone calls involving you. Helen has worked for the Thesis group since stephen mugford thesis asset management Nigel has worked for the Thesis Group since September Tutman people strict warning: From January Helen has worked as a Senior Fund Accountant and will be responsible for the execution of the oversight programme for all outsourced activities.

Heidi provides the accounting function for Tutman, including liaising with depositaries, sponsors and investment advisors and producing the management accounts.

David is the Managing Director of Thesis and has been with the company since Miranda qualified as a lawyer in Hong Kong in Stephen mugford thesis asset management Chapple MA Cantab. Miranda joined the Thesis Group in and regularly advises Tutman on third party agreements and fund documentation and liaises with external lawyers.

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In addition, he provides regulatory advice and guidance to the business on both day to day matters and project developments. She oversees work outsourced to third party administrators and investment advisers, in relation to Collective Investment Schemes. At the end ofAnna joined TUTMAN as part of the oversight team, overseeing and monitoring multiple functions of third party administrators. She has since moved that expertise into Tutman and provides an oversight monitoring function of all investment advisors appointed on Tutman funds.

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Heidi qualified as a chartered accountant, and also earned a 1st class degree whilst working full time at Capita. His currently role includes the management of fund launches, mergers and terminations, as well as client relationship management. Stephen mugford thesis asset management and Monitoring Assistant. Nigel has been employed in financial services for over 25 years with the last stephen mugford thesis asset management years in compliance management roles for a range of financial services firms, including Asset Management, Product Providers and Independent Financial Advisers.

Fund Oversight and Change Manager.

Stephen Mugford

Ben moved to Thesis in early Joanne is currently studying towards the Investment Stephen mugford thesis asset management Certificate and has passed the Introduction to Securities and Investment with Merit. David has over 25 years investment experience and is responsible for delivering the Collective Investment Scheme service.

Anna joined Thesis in heading up the General Insurance side of the business before moving to the investment division. Both entities are authorised and regulated by Financial Conduct Authority. Having started on the Data Information and Reconciliations Stephen mugford thesis asset management, Joanne now forms part of the Tutman Oversight Team, overseeing work outsourced to third party administrators and investment advisers, in relation to Collective Investment Schemes.

Stuart joined Tutman in and has nine years of financial services experience, within client servicing and administration. Helen worked as a Project Manager for Thesis Unit Trust Management stephen mugford thesis asset management January to December and managed all aspects of fund activity including launches, mergers and closures.