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Investment guidelines

All investments at Lloyd’s are required to comply with the Prudent Person Principle.

In addition, market participants are required to comply with Lloyd’s requirements.

Lloyd’s Treasury and Investment Management (LTIM) is responsible for the oversight of all investment assets across the Chain of Security.

Investing as a syndicate?

Syndicate investments are subject to principles-based oversight at Lloyd’s.

Information on Overseas trust fund rules can be requested using the contact details below or retrieved via Crystal.

Investing as a member or third party?

Investments in Funds at Lloyd’s are subject to the Membership and Underwriting Requirements (M&UR).

M&UR guidance notes are also available to provide additional information.

Contact us

If you have an queries regarding your investments or questions on overseas trust fund rules, please reach out.

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