If you have recently received a letter from your Three Counties Adviser regarding a recommended change to the asset allocation of our model portfolios we advise you read these documents.
If you have recently received a letter from your Three Counties Adviser regarding a recommended change to the asset allocation of our model portfolios to reflect the changing investment landscape, you will find below the associated documents we advise you read before you proceed with our recommendation. Please click on each of the links to open a document.
• Key Investor Information Documents – AJ Bell platform
• Factsheet – AJ Bell platform
• Key Investor Information Documents – Nucleus platform
• Factsheet – Nucleus platform
• Key Investor Information Documents – Transact platform
• Factsheet – Transact platform
Once you have read these documents and are happy with their content, we would ask you to return the Confirmation Page included with your letter to your Financial Adviser in the pre-paid envelope we provided.
Should you have any questions or wish to discuss this further please don’t hesitate to get in touch.
