This is a booklet designed to help clients understand the risk-rated model portfolios.

This is a reference guide designed to help advisers explain the risk-rated model portfolios to their clients who are interested in investing.

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