Record

Ref NoMS 1579/1/1/5/14
TitleHSBC Asset Management (Europe) Ltd. and James Capel Fund Managers Ltd. meetings and correspondence
LevelFile
Date1988 - 2001
DescriptionFile containing correspondence and minutes/notes of meetings between Finance Trustees and finance staff including Pat Weaver and HSBC Asset Management (Europe) Ltd. and James Capel Fund Managers Ltd. Includes minutes, accounts, balance sheets, agendas, invoices, details of investments including a 'pass list' for businesses involved in alcohol, gambling, armaments etc. Minutes: BCT 524. Notes: It appears that the Trust and Fund switched services from James Capel Fund Managers Ltd. to HSBC Asset Management (Europe) Ltd. in 1994. File organised from newest to oldest. File not numbered.
Extent1
FormatFile
Access StatusClosed until assessed
AccessConditionsMany records in the Cadbury Trusts' collection contain sensitive personal information as defined by the Data Protection Act 1998. Access to this file may be granted, in some circumstances, for research projects at PhD level or above. Please contact the duty archivist for details of the application process.
LanguageEnglish
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