Sample 'reasons why' statements

Insight Investment - General Reasons Why paragraphs

Suggested reasons why are provided to help intermediaries in compiling suitability letters where an Insight product has been recommended. It should be noted that it remains the responsibility of advisers to demonstrate the link between an individual investor’s needs, objectives, attitude to risk etc and the recommendation made.

Not every suggestion made below will necessarily be relevant in demonstrating suitability for an individual investor.

Insight Investment is part of the HBOS Group. Launched in 2002, Insight Investment is already one of the UK’s largest asset managers with over £109.1bn in assets under management* (as at 31 December 2007).

• We manage money for private investors, pension funds, insurance groups and other institutions, as well as providing the investment expertise for some of the UK’s best-known financial brands such as Halifax.
  
  
• We are dedicated to inspired thinking – finding the best investment solutions to help all our investors meet their financial objectives.
  
  
• Our highly-experienced and dedicated teams manage a wide range of asset classes – giving every investor real choice in how they invest.

* Includes £11.9 billion in swap overlay assets where we may not explicitly manage the assets backing the swaps.