Reigniting growth - Annual Report and Accounts 2024

Other Information

Strategic Report

Governance Report

Financial Statements

HMRC

PRI

HM Revenue and Customs

Principles for Responsible Investing PricewaterhouseCoopers LLP Risk and Compliance Committee Risk and control self-assessment Responsible Investment Service Risk management framework

IAS

PwC RCC

International Accounting Standard

IASB

International Accounting Standards Board

IC

RCSA

Investment Committee

ICARA

RIS

Internal Capital and Risk Assessment Independent Financial Adviser Investment Firms Prudential Regime

IFA

RMF

IFPR

SAYE, Sharesave

Employee Sharesave Scheme, Save As You Earn Streamlined Energy and Carbon Reporting Senior Managers and Certification Regime

IFPRU

SECR SMCR

The FCA’s Prudential Sourcebook for Investment Firms

IFRS

International Financial Reporting Standard

IFRS IC

SNI SPA

International Financial Reporting Standards Interpretations Committee

Small and non-interconnected Sale and Purchase Agreement

IHT

Inheritance Tax

TCFD TDRM

Task Force on Climate-related Financial Disclosures

ISAs (UK)

International Standards on Accounting (UK)

Top-down risk map

IT

Information technology

The Code

UK Corporate Governance Code UK Investment Management Ultra Low Emission Vehicles Weighted average cost of capital

IWS, Integrity

Integrity Wealth Solutions Limited Jersey Financial Services Commission

UKIM ULEVs WACC

JFSC

KPI KRI

Key performance indicator

Key Risk Indicators

WDP

Wind Down Plan

LRMF

Liquidity Risk Management Framework

LTIP LTIS

Long-term incentive plan Long-term incentive scheme Mergers and acquisitions

M&A MAF

Multi-Asset Fund

ManCo

Management Committee Managed Portfolio Service

MPS MRT MTP

Material Risk Takers Medium-Term Plan

Net flows NOMAD

Net organic growth in FUM

Nominated adviser

OEIC

Open-Ended Investment Company

PBT

Profit before tax

PIMFA PMPS

Personal Investment Management and Financial Advice Association

Platform Managed Portfolio Service

Brooks Macdonald Group plc Annual Report and Accounts 2024

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