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Asset Allocation : Initial Report
The Asset Allocation Process
This diagram explains the process of Asset Allocation in 3 steps:
- STEP 1:
A review is made of a client's holdings - pensions, ISAs, PEPs, Cash, etc.
- STEP 2:
The collated cash equivalent value is put through the Portfolio Planner
- STEP 3:
An appropriate Asset Allocation for a client's wealth and circumstance is produced
These products are brought together through our Portfolio Planner, to become the make-up for the Asset Allocation.
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