MyFolio Lookthrough Tool
Quickly access the latest fund information and create custom reports for clients
The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.
More resources for advisers
Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.