Tailored Asset Management : Bulletin

November 2010

Dear client,

Autumn Update PDF
Click to visit our website to see the complete bulletin

A PDF update is now available to view which provides details of improvements that we have recently introduced for our Tailored Asset Management clients. Some of these are summarised below.

Risk and Reward : Risk analysis questionnaire
An in depth analysis which will enable us to provide you with a risk profile and report specific to you. If you would like to complete the questionnaire, the PDF can be viewed on our website by clicking on this link.

Changes to model portfolios
We have reduced the number of growth orientated portfolios to tie in with the risk assessment process. To view this in more detail please click here.

Fund selection
Finally, we have also made certain changes to the funds that we are currently recommending in a number of the asset classes. To view these in more detail please click here.

If there are any queries,
please contact:

Sue Counsell
on 01772 326804
or email:
scounsell@charter-partnership.co.uk

We would like to bring your portfolio up to date – this is what we need from you!

If you are happy for us to rebalance your portfolio based on our current understanding of your attitude towards risk, please email us and we will confirm our recommended action.

Alternatively, please return the Confidential Risk Analysis if you would like a written risk profile and further recommendations. This can be posted back to Catherine Mahay at the office.

If you choose not to complete this now, we will invite you to do so at your next scheduled rebalance.

You can log in to your Transact portfolio here.

Charter Financial Planning
3 Ferry Road Office Park
Preston
PR2 2YH

www.charter-partnership.co.uk

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