| Not only is RichardAllenInvest able to advise the IFA on fund manager and fund specific issues but is also in place to undertake a substantial volume of the writing and audit trail requirements of the IFA in the following areas:-
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 Market reviews
Reason why paragraphs
Risk ratings
Fund performance comments
Fund manager changes
Client review templates
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| The following products and fund categories are covered:- | |
UK Unit Trusts & OEICs
Investment Trusts
Unitised Life & Pension funds
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| (RichardAllenInvest has developed a unique matrix to make fund
performance comparisons across the ranges of life assurance groups) |
| Structured Products |
Individual funds analysed and monitored are at the discretion of the client IFA. RichardAllenInvest will restrict work done to a list of both existing buy list funds and legacy funds recommended previously specified by the client IFA.
The IFA will always have an up to date comment immediately
to hand on any funds that he is recommending or has recommended in the past, should a client require it, and never be left ‘wrong footed’ by a client enquiry!
The above said, RichardAllenInvest will continually search the investment universe for new opportunities, as well as new launches and improving fund situations, making recommendations to the IFA as deemed fit. |
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