'Simple' fund switch letter
ruthiebusybee
Member
in General
Hi all
Is there such a thing as a 'simple' fund switch letter? ie, a defensive fund within a template (advisory clients) into another defensive fund already in the template, so no change in portfolio risk, in terms of equity/defensive ratios.
We're trying to keep it is a simple and clear as possible, obviously from the clients' perspective, but also ours, as we have several to do. It's not being done as a mailshot, more a personalised letter based on a template.
Has anyone done anything similar that they would be happy to share the general format of it?
Ruth Baker
Comments
We just built one of these into Dynamic Planner - happy to arrange a demo if that helps.