Document Library for Financial Advisers
Our brochures
We have created brochures that introduce our different services for you and your clients’ use.
Latest factsheets
Please see below the latest monthly factsheets for our portfolios.
Guide to our fees
There are a number of costs involved in running a portfolio and it is important to take them into account when looking at the returns you need to generate to achieve your client’s desired outcomes.
We aim to make our fees simple, clear and fair. The below documents are designed to help you and your clients understand the impact of fees and charges on the returns of a portfolio over time, for our AIM and bespoke portfolio services.
Our application forms
We can now offer a secure, online application process using Docusign for our Discretionary Portfolio Service. Please use the below form to get started, and one of our team will be in touch.
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.