Portfolio Rebalancing Authorisation
We have recommended a routine rebalancing of your investment portfolio to restore it to its target allocation following market movements.
The details of the proposed changes, together with important information regarding risks and potential tax implications, were provided in our email dated (TBC).
By completing this form, you confirm that:
• You have read and understood the information provided.
• You authorise us to proceed with the proposed portfolio rebalancing.
• You understand that market movements and tax considerations may affect the outcome.
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6 Oaktree House
Oaktree Rise
Codsall
WV8 1DT
Oaktree Rise
Codsall
WV8 1DT
