KEY INVESTOR INFORMATION DOCUMENTS

A Key Investor Information Document (KIID) is a document which must be provided to anyone who invests in a fund which comes under the EU’s new regulatory directive, UCITS IV. Clients are provided with these at outset of any investment.

Please note that the charges detailed in the KIID’s are not necessarily the charges applicable to policies facilitated by Portfolio.

Discounts have been negotiated with a number of the fund groups, which will reduce the charges applicable.

Please click on the links below to download our Key Investors Information Documents (pdf)

Portfolio Pension Consultancy

Portfolio Wealth Management

Old Wealth Management / AEGON ARC / Standard Life Wrap

Capital Preservation Q3 2019*

Cautious Portfolio Q3 2019

Balanced Portfolio Q3 2019

Growth Portfolio Q3 2019

Income Q3 2019*

*Only available on Old Mutual Wealth