Every investment client will be offered a review at least once a year.

For actively managed clients (eg Wealth Management service level), the review will be focused on re-assessing your attitude to risk, and altering the portfolio accordingly. Active clients will benefit from our annual portfolio monitoring and rebalancing service and will receive an investment report and portfolio valuation summary.

Reactively managed clients will be invested in funds where asset allocation and portfolio rebalancing is done automatically within the underlying investment fund. This will not change unless you notify us of any changes to your circumstances, objectives or attitude to risk.

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