Take a look at our improved Investment Management Report

We’ve been acting on feedback from advisers and our commitment to continuous improvements to make our Investment Management Reports (IMRs) even better.

Available from 27th May, the new versions have been streamlined and enhanced in a number of ways:

  • clearer branding, with your firm’s logo at the top of the cover page
  • a new contents page outlining everything inside, with linked sections so you can skip straight to the information you need
  • prioritized information, with suitability and portfolio information up front
  • any duplicated portfolio information removed
  • a clearer view of regular withdrawals
  • more information on liquidity and cash

Where duplicated information has been removed, we’ve also reordered some sections to make the report more concise and help you draw out the details you need more quickly.

And of course, we’ve paid particular attention to making sure that all information on charges, performance and other important considerations is delivered in a clear and straightforward way.

Download a sample report ➜

We’d love to know what you think

The new IMRs will be available from 27th May. Please take a look at the sample report for a preview of the changes coming. If you have any questions or feedback on our improvements, please email clientservices@parmenion.co.uk or talk to us on Live Chat.

This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity. Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.  

Speak to us and find out how we can help your business thrive.