FOR ADVISERS ONLY
Supporting your investment conversations
Assess your clients’ investment needs
Carry out due diligence and research reasons why the Governed Range might be a suitable solution for your clients.
- Risk profiler tool
Get an idea of your clients' risk attitude and which portfolio within the Governed Range might suit their needs. - Governed Range performance calculator
View past performance of the Governed Range with any of the replacement equity funds and compare against the portfolio versions. - Due diligence document
Looks at some of the Financial Conduct Authority’s concerns when recommending an investment solution and how the Governed Range stacks up. - Suitability document
Sample wording to help you create your own suitability letter.
Recommend an investment solution
Meet your clients' needs with a solution that offers active management, impartial governance and responsible investment as standard - at no extra cost.
- Client review letter
Use our letter/email template to initiate a review of your client’s investments. - Investing for retirement guide
Demonstrate the basics of investing and the wide range of investment options we offer.
Suitable for clients who are just starting their investment journey. - Multi Asset Portfolio Management guide
Demonstrate the sophistication of our flagship Governed Range.
Suitable for confident investors or clients who are actively engaged with their investments.
Enrich your ongoing investment conversations
Give your clients a satisfying experience with engaging updates from our investment experts and digital performance tracking.
Regular investment updates
Our regular investment updates are packed full of expert analysis and insights to help clients keep pace with what’s happening in the market and what this means for their investments.
- Monthly market commentary
- September 2022 - economic update (PDF)
The three Rs: Recessions, rate hikes and really high prices - July 2022 - strategy update (PDF)
The return of boom and bust - April 2022 - economic update (PDF)
More rate hikes, less growth - February 2022 - strategy update
Beating inflation in choppier waters - January 2022 - economic update (PDF)
Challenges build
Digital tracking via our mobile app
Clients can keep track of their investments on the go with a detailed breakdown of where their money’s invested, how their investments are performing and a range of articles on investment hot topics.
Explore mobile app
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Find out how our Governed Range could help one of your clients.
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