In Partnership resource library -
your space for all the important stuff
Latest portfolio factsheets
Moderately Cautious Accumulation September 2026
Balanced Accumulation September 2026
Balanced Plus Accumulation September 2026
Moderately Adventurous Accumulation September 2026
Adventurous Accumulation September 2026
Moderately Cautious Income September 2026
Balanced Income September 2026
Balanced Plus Income September 2026
Moderately Adventurous Income September 2026
Adventurous Income September 2026
Moderately Cautious Passive September 2026
Balanced Passive September 2026
Balanced Plus Passive September 2026
Discretionary Fund Management Client Facing Booklet
This is a booklet designed to help clients understand the risk-rated model portfolios.
Discretionary Fund Management Adviser Guide
This is a reference guide designed to help advisers explain the risk-rated model portfolios to their clients who are interested in investing.
Discretionary Investment Management Agreement
We are pleased to accept your client’s e-signature.
• Email investmentinfo@inpartnership.net to start the application process.
• For reference, view our agreement document here
• You can the see the process guide for advisers and clients below:
Consumer Duty
Target Market Statement and Value Assessment
Consumer Understanding
Helping consumers to understand their investment
Platform Availability
