Sample 'reasons why' paragraphs
We have prepared the following suggested reasons why statements to help you 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.
Insight Investment - General
Monthly Income Fund
UK Dynamic Managed Fund
Diversified Target Return Fund
Diversified High Income Fund
Diversified Dynamic Return Fund
Wealth Builder Balanced Fund
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