Tash Elwyn

Charles Stanley Group Plc engages in the provision of investment and financial services. It operates through the following divisions: Investment Management Services, Asset Management, Financial Planning, Charles Stanley Direct, and Support Functions. The Investment Management Services division offers personal discretionary, advisory and execution-only services to private clients, trusts, charities and companies. The Asset Management division is involved in a range of pooled funds and bespoke solutions, including model portfolios, open-ended investment company (OEIC) funds and inheritance tax solutions. The Financial Planning division includes a range of personalized solutions working in partnership with the Investment Management Services division. The Charles Stanley Direct division comprises dealing, settlement and custody services, covering a range of funds, shares, gilts and bonds. The Support Functions division covers the market data costs generated by the main operating divisions. The company was founded on January 2, 1792 and is headquartered in London, United Kingdom.

Raymond James Bank NA operates as a bank. It offers securities mortgage, lending, home equity lending, residential mortgages, state bond home loan programs, and deposit services. The company was founded in 1962 and is headquartered in St. Petersburg, FL.

Raymond James & Associates, Inc. (Invt Mgmt) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients.