Corporate and high net worth clients

Investment Policy Statement

Features Of An Investment Policy Statement (IPS)

Investment policy by UK Global Investors

Investor's Preferences

An IPS is a document that outlines the general investing preferences of the client, and holds the forex fund manager accountable to the client's minimum investment expectations.

Investment policy by UK Global Investors

Investor's Outlook

This statement provides the broad investment goals and objectives of the client or investor, and describes the strategies the fund manager should employ to meet all those expectations.

Investment policy by UK Global Investors

Investor's Profile

Information such as preferred markets, financial assets, risk tolerance profile, expected return on investment, time horizon or duration are included in the policy statement.

Investment policy by UK Global Investors

Investor's Guide

An IPS also helps fund managers advise clients who may unknowingly attempt to change the earning direction of their investment portfolio when markets sometimes delay or lag.

Investment policy by UK Global Investors

Manager's Manual

An IPS shows an investor's goals, priorities & investment preferences. It also states a simple review process that enables the fund manager to stay focused on the long-term objectives, even if the market is volatile in the short term.

Investment policy by UK Global Investors

Manager's Map

IPS documents are usually applied by investment managers to provide themselves with guidance for informed decision-making; thus acts as a roadmap to successful investing and protection against potential mistakes.

"A completed IPS document is the eye that lets a fund manager see into the investment world of a client."
Investment policy by UK Global Investors

Click the button below to download the IPS form for UKGI clients:


UK Global Investors (UKGI) provides links to selected sources of market updates. Clients searching for how or the best way to invest use those sources through UKGI’s website. The sources are part of its free service for all market traders. UKGI sometimes agrees or differs with the updates as do other traders. Some of the updates are the views of the authors, writers and editors. The main aim is to provide balanced views across different markets.

We expect clients and traders to be thoughtful before acting on any market info. Be careful to process the market data received from our website before using such to trade. Sometimes market data and news items shown on this website come up after some delay. Our web portal receives rates and prices as-is. The web data may sometimes differ from the rates shown at the central data bank. This means the delayed market rates may not be suitable for use at that time. Thus we will not accept any blame for losses as a result of the use of delayed data.

UKGI helps clients and traders in need of safe ways to invest for the best. Contact the broker or trading firm for more info before you deposit funds. This web portal provides free articles, news items, research and related info. Clients should use them as-is. Traders should know how the sources help them as the best way to invest. UKGI takes neither credit nor blame from the use of its trading data. This applies to any profits or losses earned.


UKGI runs a free forex investing service by trading in the forex market. We earn profits on the capital and get paid by top tier 1 liquidity providers. Currency or forex trading comes with large rewards. The same applies to risks. Self traders must know how the rewards and risks affect their capital. They must accept both to earn from forex or the broad financial markets. Trading results usually vary over time. Factors for this include price feeds, demand and supply, breaking news, and others. We still apply them as tools to create the best way to invest. 

Using margin to trade the markets raises the risk of profits or losses. Margin is funds borrowed from a broker. This adds to the account’s equity or balance for trading. It may thus lead to high risk trading. Take all the right steps to learn the correct info about market products. Know your financial goals as well as your risk level. Get expert advice on the best way to invest before making a deposit. 

Trading the financial markets which includes the forex market comes with potential risks as well as rewards. This could lead to the loss of your deposit capital. Thus, self trading may not be suitable for everyone. The rates and prices of financial products are sometimes unstable. It is a result of factors which vary from day to day. So past results is not the only measure for future results.

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