Portfolio Change

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

We will arrange notify your Fund Manager accordingly.  If they require anything further we will let you know, however in most instances the Fund Manager will simply switch portfolios based upon our email request.

Please feel free to contact us any time you have questions or wish to discuss your portfolio or investment options further, and we will be happy to help.