Portfolio Change

Thanks for letting us know that you wish to change investment portfolios to the one now recommended, based upon your recently completed risk questionnaire.

In most cases you won't need to do anything further, as we'll notify your Fund Manager and arrange the change for you. You may get an email from your fund manager asking you to confirm and approve the change.

If anything more is needed, we'll be in touch.

If you'd like to discuss your portfolio or investment options further, feel free to contact us at any time and we'll be happy to help.