REBALANCE Sample Clauses

REBALANCE. 7.1 You will be recommended to rebalance the position of your investment in your Robo Account under certain scenarios, to make it to the best fit to the model portfolio’s Allocation (“Rebalance”).
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REBALANCE. The Adviser may, at its discretion, rebalance the strategies in a client’s account to reflect the client’s most recent elections on the Management Strategy Selection Form.
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REBALANCE. We do not outsource the management of your investments. We have developed our own proprietary system to review funds and have developed four mainstream portfolios, and three impact / ethical portfolios. Throughout the year, we meet investment managers, and our notes from these meetings are available on our website - xxxxx://xxxxxxxxxxxxxx.xxx/portfolio/fund-manager-meetings/ At the end of each quarter, we update the website, and you can view the performance of the portfolios, the holdings as well as key information documents and portfolio risk profiles - xxxxx://xxxxxxxxxxxxxx.xxx/portfolio/ In May, each year we issue a report with a recommendation to rebalance the portfolio. This protects you against investment drift (for example, the holding in the UK may have moved from 10% to 15%) and provides a consistent risk structure. We may also recommend a change in funds. We recommend that you agree to these changes, and once agreed we implement at the beginning of July. You can opt to change your risk profile before you rebalance. In some cases, we can develop a bespoke investment strategy, and you can on occasion request specific investments, but we may not be able to advise on all these. Ongoing advice charges The ongoing service is not optional; it is part of the package we offer. Service Charge Please read above for more details Our charge is 1% p.a. of funds under management for (payable monthly). There is • Review no minimum fee. • Information • Valuations • Expertise Here are some examples of how our charges could apply: • Rebalance • For a fund of £20,000, our fee would be £200 (£16.67 p.m.) • For a fund of £100,000, our fee would be £1,000 (£83.33 p.m.) • For a fund of £250,000, our fee would be £2,500 (£208.33 p.m.) • For a fund of £500,000, our fee would be £5,000 (£416.66 p.m.) Payment • For investments held on the platform (online administration) our fees can be taken from the funds held on the platform cash account, although it’s important to maintain sufficient funds in the account to cover our charges as they become payable. • Payment via deductions from the financial product(s) you invest in. Most product providers offer this facility but using it will reduce the amount you have left to invest and may, depending on your circumstances, have other consequences (we’ll discuss this with you beforehand). • A regular fee, paid by bank transfer, or standing order set up with your bank. Special note: the ongoing fee covers our service; we may however c...
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REBALANCE. Your valuation will be divided based upon the underlying assets and the allocation of these will be assessed against your recorded objectives and attitude to risk. Suggestions on any rebalancing action to be taken, for example to rebalance the portfolio, will be made.
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Related to REBALANCE

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