You can now access review documents for each option within our Governed Range which can help you evidence your own annual reviews.
The documents below provide rolling annual reviews of all of our Governed Portfolios, Governed Retirement Income Portfolios and Fixed Lifestyle Strategies. These are designed to assist you in preparing your client reports.
The information is provided on a sample basis only and you should ensure that your own final version satisfies your compliance requirements.
|Governed Portfolio 1||Governed Portfolio 2||Governed Portfolio 3|
|Governed Portfolio 4||Governed Portfolio 5||Governed Portfolio 6|
|Governed Portfolio 7||Governed Portfolio 8||Governed Portfolio 9|
|Governed Retirement Income Portfolio 1|
|Governed Retirement Income Portfolio 2|
|Governed Retirement Income Portfolio 3|
|Governed Retirement Income Portfolio 4|
|Governed Retirement Income Portfolio 5|
|Targeting annuity||Targeting cash||Targeting drawdown|
|Cautious Lifestyle Strategy (Annuity)||Cautious Lifestyle Strategy||Cautious Lifestyle Strategy (Drawdown)|
|Moderately Cautious Lifestyle Strategy (Annuity)||Moderately Cautious Lifestyle Strategy||Moderately Cautious Lifestyle Strategy (Drawdown)|
|Balanced Lifestyle Strategy (Annuity)||Balanced Lifestyle Strategy||Balanced Lifestyle Strategy (Drawdown)|
|Moderately Adventurous Lifestyle Strategy (Annuity)||Moderately Adventurous Lifestyle Strategy||Moderately Adventurous Lifestyle Strategy (Drawdown)|
|Adventurous Lifestyle Strategy (Annuity)||Adventurous Lifestyle Strategy||Adventurous Lifestyle Strategy (Drawdown)|