Investment Objective Review And Objective Setting
It is key to ensure that, from the outset, every client has a realistic idea as to what they can expect from TAM Europe. Therefore, before signing up to our services the client must ensure that they have established an accurate investment objective with their intermediary. This will form the cornerstone of how we manage their assets. However, we understand that as time goes on, clients' investment horizons may change and if they do, we recommend that they inform their financial adviser immediately in order to re-evaluate their portfolio and ensure it is still in line with their new circumstances.