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.
