FOR ADVISERS ONLY

Assess your clients’ needs

Here you'll find a range of tools and support material including - due diligence information, suitability reports and a risk profiling tool - all the kit you need to help kick-start the assessing suitability process.

Risk profiler tool
Our risk profiler helps to give you an idea of your clients' risk attitude and see which of our suggested investment choices might meet their needs.
Governed portfolio performance calculator
Did you know that we offer the flexibility for you to replace the equity component of the Governed Portfolios with any equity fund from our fund range? You can use this tool to view past performance of the Governed Portfolios with any of the replacement equity funds and compare against the off-the-shelf portfolio versions.
Due diligence document
We've taken some of the FCA concerns and created a due diligence report on our Governed Portfolios for you to use.
Suitability document
Our sample 'suitability wording' document contains information about the Governed Portfolios and is designed to assist you when creating your own suitability letters for clients.
Target market document
We regularly review our products to make sure they deliver fair value and continue to meet the needs of the target market.

Note:
We are not responsible for the contents of any website, or any changes or updates to these sites, other than those owned by us.