TAM Under the Hood: Simplified portfolio switches

As part of our continued effort to streamline our processes and save you precious time, we have created a one page portfolio switch form for clients wishing to change the investment style or risk profile of their TAM investment portfolio. 

Download our TAM portfolio switch form


The form can be completed electronically and emailed directly to our Admin Team, saving advisers much needed time whilst also benefiting the environment. 

If you would like to chat to us about our portfolio switch process, or our discretionary investment management services in general, please get in touch with our UK Business Development Manager today.

Copyright © 2008-2023 TAM Asset Management Ltd. All Rights Reserved. Past performance is not a guide for future returns. The value of investments and the income from them, can go down as well as up and may fall below the amount initially invested. TAM Asset Management Ltd is authorised and regulated by the Financial Conduct Authority No. 208243. Registered in England No. 04077709. Registered Office: 10th Floor, City Tower, 40 Basinghall Street, London, EC2V 5DE, United Kingdom.