1. If you and your spouse use the same email address, please complete and submit the form twice with each person’s first and last name.
2. After pressing submit, you will be sent an email confirming your acceptance.
3. TRAIL 7 (Speculative) does not include any bond funds, but we still ask clients invested in Speculative to tick to agree to the re-balance.
4. Should you wish to change TRAILS™ portfolio (to one higher or lower risk), you can absolutely do this and there is no charge. Please contact us at [email protected].