Proposed Revision to your Asset Allocation

Last month we mentioned that we were starting to see some growth within your portfolio and would carefully consider whether and when it was time to make some positive adjustments regarding asset allocation. As you will see from the chart below this growth has continued and we feel that the time is now right to implement a small change.

Therefore, we would like to reduce the Gilt element of your portfolio by approximately 10% and accordingly, to re-invest the funds this will free-up across the following markets :

• The Far East & Asia
• North America
• Emerging Markets

This change should improve the growth potential, but without unduly increasing your exposure to risk.

As always, we need your agreement to implement this change and would appreciate you using the box below to signify your approval.

PLEASE AGREE BY USING A METHOD BELOW:

If you have not already, please contact us to indicate that you are happy to accept this recommendation. You can do this via email at advice@argylefinancialgroup - including your name in the body of the email, or via telephone on: Southport Office - 01704 540575 or
Tring Office - 01442 826622