Portfolio Planning

INTRODUCTION

AGREE SERVICES

You need to decide whether you want full financial planning or just our portfolio service

INFORMATION GATHERING

Data Information Form sent to clients including risk profile and authority to review existing investments.

INFORMATION INTERVIEW

Gather Financial Information

Discuss Client Objectives

Clarify Client Attitudes

A review of the Data Information Form, to cover any queries.

REPORT PREPARED

A suggested portfolio based on your risk profile and with researched fund choices is prepared. This can be back tested against a benchmark or previous investment.

CONFIRMATION STEPS

Report, key features, illustration.

You confirm you are happy with the portfolio etc

IMPLEMENTATION  

Any fund transfers/investments are completed

CONTINUED SERVICES

Review of Implementation

Investment Monitoring

Periodic review of the performance of investments, including annual rebalancing of portfolio in light of current economic circumstances.

Please note if your personal circumstances/risk profile changes –You must tell us or we cannot adjust your portfolio!