Action required

Step 1 - read PDF

Step 2 - confirm

Step 1 - read document

Please read the Portfolio Alteration Request document (link below).

If you agree to the terms outlined therein please use the form to confirm.

We would like to make these changes quickly and your response is required to start the process. Please call on 0330 002 1601 if you have any questions.

Open or download PDF

Step 2 - confirm

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Portfolio
Please ensure you answer all four questions below, and fill in your name and email address before pressing the confirm button.
Do you fully understand the changes being made to your portfolio?*
- Yes
- No
Do you fully understand that the use of passive index funds will reduce the model fund costs as there will be no active fund managers. The Index fund will track the Index to which it relates.*
- Yes
- No
Do you have any further questions?*
- Yes
- No
Would you like to speak with your Wealth Manager?*
- Yes
- No
Full name*
Email*
Consent*
I confirm that I have read and agree to the terms of the Portfolio Alteration Request

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