UK Global Investors

The World's Best Way To Invest

Investment Policy Statement

Features Of An Investment Policy Statement (IPS)

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Investor's Preferences

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

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Investor's Outlook

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

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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.

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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.

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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 fluctuating in the short term.

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Manager's Map

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

"A completed IPS document is the eye that lets a fund manager see into the investment world of a client."
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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 want clients and traders to be thoughtful before acting on any market info. Try to process and digest all market info received.

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 fund investing service by trading in the forex market. We earn profits on the capital and get paid from the profits. 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.

Notes for self traders: trading the financial markets bears risk. 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.