Document Library for Financial Advisers

 Our brochures

We have created brochures that introduce our different services for you and your clients’ use.

BESPOKE PORTFOLIO SERVICE (ADVISER VERSION)
BESPOKE PORTFOLIO SERVICE (CLIENT VERSION)
MANAGED PORTFOLIO SERVICE (ADVISER VERSION)
AIM PORTFOLIO SERVICE (ADVISER VERSION)
MANAGED PORTFOLIO SERVICE (CLIENT VERSION)
AIM PORTFOLIO SERVICE (CLIENT VERSION)

Latest factsheets

Please see below the latest monthly factsheets for our portfolios.

MPS: REAL2
MPS: REAL3
MPS: REAL4
MPS: GROWTH
MPS: GLOBAL EQUITY
MPS: SUMMARY

Bereavement Support

At this very difficult time, the CAM team want to provide every support to family and friends who have lost a loved one. We have prepared the guide below to assist but please don’t hesitate to contact us with any questions that you might have or help that you might need.

BEREAVEMENT GUIDE