Supporting your investment conversations
Our investment toolkit is designed to help you recommend the Governed Range and have regular ongoing investment conversations with your clients.
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 (.doc)
Sample wording to help you create your own suitability letter.
Recommend an investment solution
Help meet your clients' needs with a cost-effective solution that offers active management, impartial governance and a responsible investment approach as standard.
- Client review letter (.doc)
Use our letter/email template to initiate a review of your client’s investments. - Investing for retirement guide (PDF)
Explain the basics of investing and highlight the wide range of investment options we offer.
Suitable for clients who are just starting their investment journey. - Multi Asset Portfolio Management guide (PDF)
Demonstrate the sophistication of our flagship Governed Range portfolios. 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 include expert analysis and insights to help you and your clients keep pace with what's happening in markets and what this means for their investments.
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 (.doc)
Sample wording to help you create your own suitability letter.
Recommend an investment solution
Help meet your clients' needs with a cost-effective solution that offers active management, impartial governance and a responsible investment approach as standard.
- Client review letter (.doc)
Use our letter/email template to initiate a review of your client’s investments. - Investing for retirement guide (PDF)
Explain the basics of investing and highlight the wide range of investment options we offer.
Suitable for clients who are just starting their investment journey. - Multi Asset Portfolio Management guide (PDF)
Demonstrate the sophistication of our flagship Governed Range portfolios. 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 include expert analysis and insights to help you and your clients keep pace with what's happening in markets and what this means for their investments.