Adviser > Investment for Advisers > Governed Portfolio Review
Governed Portfolio Review
Our Governed Portfolios come with ongoing governance providing an ideal solution for you and your clients. You can now access review documents for each Governed Portfolio which can help you evidence your own annual reviews.
The table below provides rolling annual reviews of all of our Governed Portfolios. These are designed to assist you in preparing your client reports. The information is provided on a sample basis only and you should ensure that your own final version satisfies your compliance requirements.
| Governed Portfolio |
|
|---|---|
| Governed Portfolio 1 | Review document |
| Governed Portfolio 2 | Review document |
| Governed Portfolio 3 | Review document |
| Governed Portfolio 4 | Review document |
| Governed Portfolio 5 | Review document |
| Governed Portfolio 6 | Review document |
| Governed Portfolio 7 | Review document |
| Governed Portfolio 8 | Review document |
| Governed Portfolio 9 | Review document |
For professional advisers only
