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Introducing the Candour Portfolio Service
(30/1/2006)
For the past 13 months, Candour Consultancy has offered actively managed fund portfolios and monthly fund performance figures to our clients. We are now in a position to offer this service to all.
If you hold an investment or regular contribution savings plan with either Friends Provident International or Generali International and are unhappy with the products performance or your financial advisors advice, this free service could be of interest to you.
For each provider, we offer three portfolios based on the investors attitude to risk: a cautious portfolio, a balanced portfolio and a more aggressive portfolio of funds. Candour Consultancy actively managed this portfolio of funds, recommend any fund switches and provide monthly performance updates via email.
The benefits of the service include:
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The service ensures your investment strategy corresponds with your risk profile
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You receive monthly feedback on the performance of your investment
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The funds are constantly monitored and we recommend fund changes when we feel the performance of the portfolio can be improved
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If markets conditions suddenly change (perhaps a stock market crash or regional crisis), we can instantly switch to more secure funds to ensure you successfully weather the storm
To requested our latest fund performance figures together with details of the funds we currently recommend, just click the ‘contact me’ button below and type CPS FPI (Friends Provident policyholders) or CPS GEN (Generali policyholders) in the comments box and submit with your preferred contact details. You may also be interested in our newsletter article on the Candour Portfolio Service.
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