Professional Portfolio Plan
To help you make an informed decision about the Professional Portfolio Plan and the investment options within the plan, we will provide you with:
- A Key Information Document or ‘KID’ for the plan and
- A Specific Information Document or ‘SID’ for each of your investment choices.
Create your information pack
We will add a Key Information Document for the plan to your information pack.
Follow the steps below to build an information pack for the investment options that best suit your needs. Just click Step 1 to start.
SELECT INVESTMENT CHOICES
CONFIRM YOUR PACK INFORMATION
CHOOSE HOW TO RECEIVE YOUR PACK