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.
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.
Trust Net website
Free daily updated analysis and price / performance data on all UK Unit Trusts, OEICs, Investment Trusts, Pension, Insurance Bond and Offshore bonds.
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