Analysis | Experience | Delivery | Sandler | Writing & Audit | Relationships |

In addition to being available for ad-hoc comments, monthly meetings (if required) and providing event-driven reports (e.g. following fund manager changes), the client IFA will receive a formal monthly report containing the following:-
Market review (including economic and market data)  Summary of changed fund recommendations  Fund manager changes  Fund switches advice  Fund performance comments (with present recommendation and risk rating)  Ad hoc bulletins and comments

Graphics © 2004 Alex Roden Design       Site construction Talking Towns    Privacy Policy