As part of our continued effort to streamline our processes and save you precious time, we have created a one page portfolio switch form for clients wishing to change the investment style or risk profile of their TAM Europe investment portfolio. 
 

Download our TAM Europe portfolio switch form

The form can be completed electronically and emailed directly to our Admin Team at admin@tameurope.com, saving advisers much needed time whilst also benefiting the environment. 

If you would like to chat to us about our portfolio switch process, or our discretionary investment management services in general, please get in touch with our European Manager today.