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Quarterly Model Portfolio Factsheets        
  TAM Active TAM Enhanced Passive TAM Sustainable World TAM Sharia
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Defensive
Cautious
Balanced
Growth
Adventurous
Speculative N/A N/A N/A N/A
 
TAM Global Multi-Asset Fund
Fund One-Pager   Fund Request Form
Fund Factsheet     Fund Application Form
 
Model Portfolio Literature
TAM for Financial Advisers   TAM and Defaqto 2023
TAM for Advised Clients   TAM Sustainable World
TAM Active   TAM Sustainable World - Investment Jigsaw
TAM Active - Investment Jigsaw   TAM Sharia
TAM Active - The Liquidity Plus Portfolio   TAM Sharia - Investment Jigsaw
TAM Enhanced Passive   TAM Net Zero Commitment
TAM Enhanced Passive - Investment Jigsaw   Client Carbon Footprint Commitment
      You Give We Give
 
User Guides
The TAM Platform        
 
Model Portfolio Questionnaires and Application Forms
TAM ESG Questionnaire   ISA Application 2024/25
TAM Proposal Request Form   Junior ISA Application 2024/25
TAM UK DFM Application Form    APS ISA Application 2024/25
TAM UK Portfolio Switch Form   Client Carbon Footprint Commitment Application
TAM UK Withdrawal & Closure Form   You Give We Give Application

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