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Important Information

1. IMPORTANT INFORMATION

This website is operated by Savills IM Holdings Ltd and its subsidiary undertakings, including Savills Investment Management LLP, a limited liability partnership authorised and regulated by the Financial Conduct Authority (“FCA”) (Firm Reference Number: 615368) in the United Kingdom to carry out certain investment and insurance distribution activities and DRC Savills Investment Management LLP, a limited liability partnership authorised and regulated by the FCA (Firm Reference Number: 574874) in the United Kingdom to carry out certain investment distribution activities.  The registered office for both entities is 33 Margaret Street, London W1G 0JD. The information on this website may refer to either or both of these entities along with the wholly owned subsidiaries of each, as listed on the Regulation page of this website, together (“the Savills Investment Management Group”, “we”, “us” and “our”). Property is not a financial Instrument as defined by Directive 2014/65/EU (“EU MiFID II“), and as it forms part of UK law by virtue of the European Union (Withdrawal) Act 2018, (“UK MiFID II“). Consequently, the direct investment into, and management of, property is not regulated by the FCA.

These terms and conditions govern your access and use of this website. By accessing this website, you are indicating that you have read and accepted these terms and conditions, along with any terms expressly incorporated by reference.

2. TARGET AUDIENCE

The content contained within this website has been prepared for institutional investors only, and by having accepted the terms when entering the site, you therefore confirm that you acknowledge this. For persons accessing the website from the EEA, or who are otherwise domiciled or with a registered office in the EEA, this means that you are confirming that you meet the criteria to be a “professional client” in accordance with Article 4(1)(10) of MiFID II. For persons accessing the website from the UK, or who are otherwise domiciled or with a registered office in the UK, this means that you are confirming that you meet the criteria to be a “professional client” in accordance with UK MiFID II, or you are someone who may lawfully access this website.

Information contained within this website should not be forwarded or communicated to any other investor type. The dissemination of the information contained on this website is only intended for institutional investors in countries where Savills Investment Management LLP, DRC Savills Investment Management LLP, or any other relevant Savills undertaking (as appropriate) may make such material available. This information is not intended to be accessed by investors in jurisdictions where there is no such permission to do so. Users in such geographies should not access or act upon information contained on this website.  The information contained here should not be regarded as an offer to purchase investment units.

In the UK, to the extent information contained on this website constitutes a financial or a scheme promotion for the purpose of s. 21 of the Financial Services and Markets Act 2000 (“FSMA“), this website may only be accessed by (i) “investment professionals” falling within Article 14(5) of the FSMA (Promotion of Collective Investment Schemes) (Exemptions) Order 2001 (“PCIS Order“) who have professional experience in matters related to investments; (ii) persons falling within any of the categories (a) to (a) of Article 22(2) of the PCIS Order (broadly, companies with net assets of £5 million sterling or more and trustees of trusts with assets of £10 million sterling or more, or any person acting in the capacity as director, officer or employee of such an entity where that person’s responsibilities when acting in that capacity involve him in the entity’s engaging in investment activity); or (iii) any other person to whom it may otherwise lawfully be communicated.

We reserve the right to prohibit or restrict access to or use of this website by any person or in any jurisdiction.

3. NO OFFER, ADVICE OR RECOMMENDATION

Nothing on the following pages shall be regarded or taken as financial advice. Access to the website is provided on the condition that it is for institutional investors to receive such information only and does not constitute an offer to enter into any contract or agreement, nor is it a solicitation of an offer to buy or sell investments in any jurisdiction.

4. RISK WARNING TO ALL POTENTIAL INVESTORS

Please remember that past performance is not necessarily a guide to future performance, and no representation or warranty is made regarding future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and investors may not get back the amount originally invested. Tax assumptions may change if the law changes, and independent advice should be sought. Property or, where appropriate, debt secured on Properties can be difficult to sell, and it may be difficult to realise your investment when you want to.

5. OTHER COUNTRIES

The information described within this website is not available in all countries, and nothing contained on this website constitutes an offer or solicitation to anyone in any jurisdiction where such an offer is not lawful or to anyone to whom it is unlawful to make such an offer or solicitation. By using this website you consent to these terms and conditions and confirm that you are aware of the laws in your own jurisdiction relating to the provision and sale of funds and any related financial services products, services or advice.

6. DISCLAIMER

Whilst reasonable care is taken to ensure that information contained on this website is accurate, we do not guarantee its accuracy, adequacy or completeness. We reserve the right to change the information on this website (including these terms and conditions) at any time without notice. You must check these terms and conditions for changes each time you intend to use this website. Your use of this website following such amendments constitutes your acceptance of these terms and conditions as amended.

We provide this website on an “as is” basis and make no representations or warranties of any kind with respect to this website or the content contained on it (including any text, graphics, advertisements, links or other items) and disclaim all such representations and warranties. In addition, neither we nor any other contributor to this website make any representation or give any warranty, condition, undertaking or term either express or implied as to the condition, quality, performance, accuracy, suitability, fitness for purpose, completeness, or freedom from viruses of the content contained on this website or that such content will be accurate, up-to-date, uninterrupted or error free.

7. LIABILITY AND INDEMNITY

YOU ACKNOWLEDGE THAT YOU ARE SOLELY RESPONSIBLE FOR THE USE TO WHICH YOU PUT THIS WEBSITE AND ALL THE RESULTS AND INFORMATION YOU OBTAIN FROM IT AND THAT ALL WARRANTIES, CONDITIONS, UNDERTAKINGS, REPRESENTATIONS AND TERMS WHICH MAY APPLY TO YOU, THIS WEBSITE OR ANY CONTENT ON IT, WHETHER EXPRESSED OR IMPLIED, STATUTORY OR OTHERWISE ARE HEREBY EXCLUDED TO THE FULLEST EXTENT PERMITTED BY LAW.

Nothing in these terms and conditions shall restrict or exclude any liability that we have to any party that cannot be excluded or restricted as a matter of applicable law, including for death or personal injury arising out of our negligence or for fraudulent misrepresentation. We and all contributors to this website hereby disclaim to the fullest extent permitted by law all liability for any loss or damage including any consequential or indirect loss or damage incurred by you, whether arising in tort, contract or otherwise, and arising out of or in relation to or in connection with: (i) your access to or use of or inability to use this website or the content made available on this website; or (ii) use of, or reliance on, any content made available via this website whether or not the circumstances giving rise to such cause may have been within our control, or of any vendor providing software or services support. In particular, we shall not be liable for any indirect, incidental or consequential loss or damage.

You shall indemnify us from and against all actions, claims, proceedings, costs and damages (including any damages or compensation paid by us on the advice of our legal advisors to compromise or settle any claim) and all legal costs or expenses arising out of your use of this website and any breach by you of these terms and conditions.

8. INTELLECTUAL PROPERTY RIGHTS

We are the owner or the licensee of all intellectual property rights in this website and in the material published or otherwise made available on it. These works are protected by intellectual property rights, including copyright laws. All such rights are reserved.

You may not make a permanent copy of or reproduce this website or any of its contents in any form. You may not reproduce or incorporate this website or any of its contents into any other website. You may only print or cache temporary copies of the content for your own personal non-commercial use.

We welcome links to this website from relevant third party websites. However, if requested in writing by us, links must be removed within 24 hours.

“Savills Investment Management” and “DRC Savills Investment Management” and the corresponding logos are trademarks registered in our names in the UK and other parts of the world. Reproduction of these trademarks other than in order to view this website is prohibited. Nothing on this website should be construed as granting any licence or rights to use or distribute any site content without our express written agreement.

9. SITE ACCESS, INTERRUPTIONS AND OMISSIONS IN THIS SERVICE

We reserve the right to suspend, withdraw, restrict or amend all or any part of the service provided by this website at any time without notice or liability to you. We do not accept responsibility as to the operation, functionality or availability of this website, or warrant that the use of this website will be free from delay, interruption, interception or error.

Whilst we take every care to ensure that the standard of this website remains high and to maintain the continuity of it, the internet is not always a stable medium and errors, omissions, interruptions of service and delays may occur at any time, often due to factors outside of our control. As a result, we do not accept any ongoing obligation or responsibility to operate this website (or any particular part of it).

You must not violate the security of this website or attempt to do so. You must not attempt to gain unauthorised access to this website, the server on which this website is stored or any server, computer or database connected to this website.

You may not do anything that could interfere with the functioning of this website, restrict or inhibit others from accessing or using it, or result in the transmission of a denial-of-service attack, distributed denial-of-service attack, virus, worm, time bomb, logic bomb, Trojan horse or other harmful material.

You must not use this website in any way that causes, or may cause damage to us, this website or this website’s availability or accessibility. In addition, you must not use this website in any way which is unlawful, illegal, fraudulent or harmful or in connection with any unlawful, illegal, fraudulent or harmful purpose or activity or to transmit or send unsolicited commercial communications.

We will take reasonable precautions to ensure the security of this website. However, please note that the transmission of information via the internet is not completely secure.

We will not be liable for any loss or damage caused by a denial-of-service attack, viruses or other technologically harmful material that may infect your computer equipment, computer programs, data or other material due to your use of this website or to your downloading of any material posted on it, or on any website linked to it. 

10. TERMINATION

We have the right to terminate your access to this website at any time and in any event if you commit any breach of these terms and conditions. We shall have no liability to you for such termination. In the event that your access to this website is terminated, the remaining provisions of these terms and conditions will continue to apply.

11. INVALIDITY

If any part of our terms and conditions is found invalid or unenforceable (including any provision in which we exclude our liability to you), that provision shall be enforced to the maximum extent possible and the enforceability of any other part of these terms and conditions will not be affected.

12. LINKS

This website may contain links to third party websites over which we have no control.  We assume no responsibility for the content of third-party websites or resources and accept no responsibility  for any losses which may arise to you from your use of them. The presence of a link to a third party does not necessarily mean that we endorse that site or have any association with the proprietor of that website. These third-party websites will have their own terms and conditions of use, and your use of them and your relationship with their owners and/or operators will be governed by such terms and conditions.

13. GOVERNING LAW AND JURISDICTION

The terms and conditions  and all matters arising in connection therewith shall be governed exclusively by English law except for the information provided by: (i) Savills Investment Management SGR S.p.A. which is governed by Italian law; and (ii) Savills Investment Management Asia Ltd (Japan branch) which is governed by Japanese law.

The English courts will have the exclusive jurisdiction over any matters arising from or related to these terms and conditions and this website except that: [All disputes relevant to the  information provided by Savills Investment Management Asia Ltd (Japan branch)  shall be subject to the exclusive jurisdiction of Tokyo District Court as court of first instance.]

14. DATA PROTECTION

These terms and conditions should be read in conjunction with our Privacy and Cookies Policy, which provides details of the basis upon which we process any personal data that we collect from you, or that you provide to us, including via this website.

 

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Regulation

Important Information

Savills Investment Management LLP is authorised and regulated by the UK Financial Conduct Authority (FCA), Firm Reference Number: 615368.

Savills Investment Management (UK) Limited, a subsidiary of Savills Investment Management LLP, is authorised and regulated by the UK Financial Conduct Authority (FCA), Firm Reference Number: 193863.

Savills Investment Management KVG GmbH is authorised and regulated by the Federal Financial Supervisory Authority in Germany. It is a “Kapitalverwaltungsgesellschaft”.

Savills Investment Management SGR SpA is authorised and regulated by the Bank of Italy under no. 79 of the Bank of Italy’s register of alternative investment management companies established under Article 35 of Italian Legislative Decree 58/98 and by the Commissione Nazionale per le Società e la Borsa (Consob).

Savills Investment Management (Luxembourg) S.à r.l. is authorised and regulated by the Commission de Surveillance du Secteur Financier (CSSF) in Luxembourg as an Alternative Investment Fund Manager according to the Law of 12 July 2013. Firm Reference Number: A00002483.

Savills Investment Management Pte. Limited is a Capital Markets Services Licence Holder regulated under the Securities and Futures Act (Cap. 289) by the Monetary Authority of Singapore.

Savills Investment Management Asia Ltd (Japan branch) is authorised and regulated by the Japanese Financial Service Agency as a Financial Instruments Business Operator.

Savills Investment Management (Australia) Pty Limited (ACN 612 910 675 and AFSL No. 497211) is a Australian Financial Services Licensee and regulated by the Australian Securities & Investments Commission.

Savills Fund Management GmbH is authorised and regulated by the Federal Financial Supervisory Authority in Germany. It is a “Kapitalverwaltungsgesellschaft”.

Other Savills Investment Management divisions featured on this website are neither authorised nor regulated by the Financial Conduct Authority or any other financial regulator.

Should you have any reason for complaint in respect of Savills Investment Management’s regulated subsidiaries please make contact as set out below:

Savills Investment Management LLP / Savills Investment Management (UK) Limited

Telephone: +44 (0)20 7877 4700

Email: RiskCompliance@savillsim.com

Global Head of Risk & Compliance

Savills Investment Management

33 Margaret Street

London W1G 0JD

You can download a copy of the Complaints Handling Process here

Savills Investment Management KVG GmbH

Telephone: +49  (0) 69 2474296 00

Email: info@savillsim-kvg.com

Risk Manager

Savills Investment Management KVG GmbH

Taunusanlage 18

60325 Frankfurt

Germany

Savills Investment Management SGR S.p.A.

Telephone: +39 02 3600 6700

Email: savillsimreclami@savillsim.com

COO

Savills Investment Management SGR S.p.A.

Via San Paolo 7

20121 Milano

Italy

Savills Investment Management (Luxembourg) S.à r.l.

Telephone +352 26 64 99 55

Email: SavillsIMComplianceLuxembourg@savillsim.com

c/o Complaints Handling Officer

Savills Investment Management (Luxembourg) S.à r.l.

10 rue C.M. Spoo

L-2546 Luxembourg

Luxembourg

See Savills Investment Management Luxembourg Complaints Handling Policy here.

Savills Investment Management (Jersey) Limited

3rd Floor Walker House

28-34 Hill Street

St Helier

Jersey JE4 8PN

Savills Investment Management Pte. Limited 

Tel: +65 8125 4436

30 Cecil Street, #20-05,  Prudential Tower

Singapore 049712

Savills Investment Management Asia Ltd (Japan Branch)

3rd Floor, BPR Place Kamiyacho
1-11-9 Azabudai
Minato-ku
Tokyo 106-0041
Japan

A dispute can be resolved by Tokyo Bar Association, Daiichi Tokyo Bar Association or Daini Tokyo Bar Association. Please make contact with any of the following:

1-1-3 Kasumigaseki, Chiyoda-ku,

Tokyo 100-0013

Tokyo Bar Association Dispute Resolution Center

+81-3-3581-0031

1-1-3 Kasumigaseki, Chiyoda-ku,

Tokyo 100-0013

Arbitration & Mediation Center

Daiichi Tokyo Bar Association

+81-3-3595-8588

1-1-3 Kasumigaseki, Chiyoda-ku,

Tokyo 100-0013

Arbitration & Mediation Center

Daini Tokyo Bar Association

+81-3-3581-2249

Savills Investment Management (Australia) Pty Limited

Telephone: +61 28278 7710

Suite 2505, Gateway, 1 Macquarie Place

NSW 2000

Sydney, Australia

UK Stewardship Code (the “Code”)

The Savills Investment Management Group recognises the importance of, and the principals set out in, the Code, and is committed to compliance with the Code. However, the UK regulated companies do not currently advise or manage any portfolios which invest in UK quoted companies, as they only advise or manage collective investment schemes that invest in real property.

Italy – Organisational, Management and Controls Model – Legislative Decree No. 231/2001

Please click on the link below for further information on Model 231.

Abstract Model 231

Please see attached the extract of the organisational, management and control model of Savills Investment Management SGR (Legislative Decree No. 231/01).

Click here to read the GDPR (General Data Protection Regulation) policy, applicable to all candidates wishing to apply for any vacancies at Savills Investment Management SGR SpA.

Italy – Whistleblowing – Legislative Decree No. 24/2023

Please click here for further information on the Italian whistleblowing channel.

Regulation (EU) 2019/2088 of the European Parliament of the Council of 27 November 2019 on sustainability-related disclosure requirements in the financial services sector (the “SFDR”)

Savills Investment Management’s Responsible Investment Policy, including disclosures in relation to the SFDR, can be found on this website here along with guidance notes. The Responsible Investment Policy applies to the group and has been adopted in particular by the following EU alternative investment fund managers: Savills Investment Management SGR S.p.A., Savills Investment Management KVG GmbH, Savills Fund Management GmbH and Savills Investment Management (Luxembourg) Sàrl.

Article 8 Website Disclosures

The purpose of these documents is to satisfy our ESG disclosure requirements. These documents do not constitute marketing or an offer to subscribe to the named Fund therein.

Savills IM UK Value Boxes Fund.

Savills IM European Urban Logistics & Industrial Fund FCP-RAIF.

Savills IM UK Build to Rent Fund FCP-RAIF.

Savills IM European Living Fund FCP-RAIF.

Savills IM Asia Pacific Income and Growth Fund FCP-RAIF – Sub-Fund A (“Sub-Fund A”).

Savills IM European Commercial Fund FCP-FIS

Savills IM European Retail Fund FCP-FIS

Savills IM European Logistic Fund 2
Please contact team(at)savillsim-kvg.com for access.

SAVILLS IM REAL INVEST 1
Please contact team(at)savillsim-kvg.com for access.

Fondo Innovazione Salute (managed by Savills IM SGR) English

Fondo Innovazione Salute (gestito da Savills IM SGR) Italiano

Ambrosia (managed by Savills IM SGR) Italiano

DRC SIM Real Estate Debt SCSp SICAV-RAIF – Pan-European Whole Loan – GBP 1

DRC SIM Real Estate Debt SCSp SICAV-RAIF – Pan-European Whole Loan – EUR 1

Article 9 Website Disclosures

The purpose of these documents is to satisfy our ESG disclosure requirements. These documents do not constitute marketing or an offer to subscribe to the named Fund therein.

Savills IM Simply Affordable Homes

Key Information Documents

For a copy of the Savills Investment Management Key Information Document for the Savills IM European Commercial Fund FCP-FIS, please click on the link below.

Savills IM ECF KID

For a copy of the Savills Investment Management Key Information Document for the Charities Property Fund, please click on the Fund website link below.

Charities Property Fund KID

For a copy of the Savills Investment Management §307 document for the Savills IM REAL INVEST 1, please click on the link below. Please contact team(at)savillsim-kvg.com for access.

SAVILLS IM REAL INVEST 1 KID

For a copy of the Savills IM REAL INVEST  annual report as at 30.06.2024, please click on the link below. Please contact team(at)savillsim-kvg.com for access.

SAVILLS IM REAL INVEST 1 annual report

For a copy of the Savills Investment Management §307 document for the Savills IM European Logistics Fund 2, please clock on the link below. Please contact team(at)savillsim-kvg.com for access.

Savills IM European Logistics Fund 2 KID

Regulatory Announcements

Termination marketing Savills IM UK Value Boxes Fund FCP-RAIF

Termination marketing Savills IM UK Build To Rent Fund FCP-RAIF

Termination marketing DRC SIM Australian Real Estate Debt F.u.nd I SCSp SICAV-RAIF

Termination marketing Savills IM Asia Pacific Income And Growth Fund FCP-RAIF

MIFIDPRU 8 Disclosure

Savills Investment Management LLP is required to publicly disclose the information specified in MIFIDPRU 8 of the FCA Handbook annually on the date it publishes its annual financial statements. The latest disclosure can be found here.

The Modern Slavery Act

The Modern Slavery Act came into force in 2015. We recognise our responsibility as a global corporate citizen and we are committed to doing the right thing in the right way. Our current Modern Slavery & Human Trafficking Statement is available to download below –

Modern Slavery & Human Trafficking Statement

AML Letter – Wolfsberg Standard

Savills Investment Management uses a groupwide standard Anti-Money Laundering (AML) Questionnaire based on the Wolfsberg Group (Wolfsberg Standards), which aims to provide a standardised overview of the Group’s AML policies and practices.