If you have recently received a letter from your Three Counties Financial 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.
- TC CORE Adventurous 2023-24 – AJ Bell Factsheets
- TC CORE Adventurous 2023-24 – AJ Bell KIIDS
- TC CORE Cautious 2023-24 – AJ Bell Factsheets
- TC CORE Cautious 2023-24 – AJ Bell KIIDS
- TC CORE Moderate 2023-24 – AJ Bell Factsheets
- TC CORE Moderate 2023-24 – AJ Bell KIIDS
- TC CORE Moderately Adventurous 2023-24 – AJ Bell Factsheets
- TC CORE Moderately Adventurous 2023-24 – AJ Bell KIIDS
- TC CORE Moderately Cautious 2023-24 – AJ Bell Factsheets
- TC CORE Moderately Cautious 2023-24 – AJ Bell KIIDS
- TC CORE Adventurous 2023-24 Factsheets – Transact
- TC CORE Adventurous 2023-24 KIIDs – Transact
- TC-CORE-Cautious-2023-24-Factsheets-Transact
- TC-CORE-Cautious-2023-24-KIIDs-Transact-min
- TC-CORE-Moderate-2023-24-Factsheets-Transact
- TC-CORE-Moderate-2023-24-KIIDs-Transact-min
- TC-CORE-Moderately-Adventurous-2023-24-Factsheets-Transact
- TC-CORE-Moderately-Adventurous-2023-24-KIIDs-Transact
- TC-CORE-Moderately-Cautious-2023-24-Factsheets-Transact
- TC-CORE-Moderately-Cautious-2023-24-KIIDs-Transact
Once you have read these documents and are happy with their content, we would ask you to return the Statement of Consent included with your letter to your Financial Adviser. Should you have any questions or wish to discuss this further please don’t hesitate to get in touch.
