In Partnership resource library -
your space for all the important stuff
Latest portfolio factsheets
Moderately Cautious Accumulation August 2026
Balanced Accumulation August 2026
Balanced Plus Accumulation August 2026
Moderately Adventurous Accumulation August 2026
Adventurous Accumulation August 2026
Moderately Cautious Income August 2026
Balanced Plus Income August 2026
Moderately Adventurous Income August 2026
Adventurous Income August 2026
Moderately Cautious Passive August 2026
Balanced Plus Passive August 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
