The service will allow you to:
- Manage customers with similar investment aims and objectives consistently
- Define investment content for new ‘Adviser Portfolios’ and store these online for use at illustration and application stage
- Rebalance customer assets held within an Adviser Portfolio back to the target asset allocation
- Link existing and new policies to an Adviser Portfolio
For more information on this service please read the Sales Aid and our dedicated Adviser Guide
To set up a Portfolio Manager for your firm please complete the Portfolio Management Service Application form.