Common use of Your Portfolio Clause in Contracts

Your Portfolio. Where your investments are held overseas, there may be different settlement, legal and regulatory requirements from those applying in the United Kingdom, together with different practices for the separate identification of your investments. We will not borrow on your behalf, nor will we commit you to a contract that may need borrowing in order to achieve performance. We will not commit your monies to an obligation as an underwriter of any issue or offer for sale of securities. Our responsibilities to you in respect of your investments will be limited to the management of your portfolio as covered by this agreement, except where mutually agreed between us. We will not offer any broader financial planning and/or tax planning services e.g. capital gains tax and inheritance tax considerations and accept no responsibility for your broader financial / tax planning arrangements or requirements. It is recommended that you speak to your normal financial adviser in relation to these areas. We will review the portfolio on an ongoing basis and if any changes are needed to ensure that the objectives of the model portfolio (as detailed in this agreement) are met then these changes will be made.

Your Portfolio. Where your investments are held overseas, there may be different settlement, legal and regulatory requirements from those applying in the United Kingdom, together with different practices for the separate identification of your investments. We will not borrow on your behalf, nor will we commit you to a contract that may need borrowing in order to achieve performance. We will not commit your monies to an obligation as an underwriter of any issue or offer for sale of securities. Our responsibilities to you in respect of your investments will be limited to the management of your portfolio as covered by this agreement, agreement except where mutually agreed between us. We will not offer any broader financial planning and/or tax planning services e.g. capital gains tax and inheritance tax considerations and accept no responsibility for your broader financial / tax planning arrangements or requirements. It is recommended that you speak to your normal financial adviser in relation to these areas. We will review the portfolio on an ongoing basis and if any changes are needed to ensure that the objectives of the model portfolio (as detailed in this agreement) are met then these changes will be made.