• COMPANY INFORMATION
  • ABOUT US
  • THE ADVISERS
• CLIENT
  SERVICES
  • INTRODUCTION
  • PLATINUM
  • GOLD
  • SILVER
• INVESTMENT PROCESS
  • RISK PROFILLING
  • ASSET ALLOCATION
  • FUND SELECTION PROCESS
  • ONGOING MONITORING & REVIEW OF FUNDS
  • CLIENT REVIEWS
• PRODUCTS
   
  • MORTGAGES
    • INTRODUCTION
    • RE-MORTGAGES
    • BUY TO LET
  • INVESTMENTS
    • ISA's
    • UNIT TRUSTS
    • INVESTMENT BONDS
    • SCHOOL FEES PLANNING
  • PENSIONS
    • BASIC OVERVIEW
    • PERSONAL/ STAKEHOLDER
    • EXECUTIVE PLANS
    • SIPPS - SELF INVESTED PERSONAL PENSION PLANS
    • SSAS's - SMALL SELF ADMINISTERED SCHEMES
    • COMPANY PENSIONS
    • STATE PENSION BENEFITS
  • TAX PLANNING
    • INCOME TAX
    • INHERITANCE TAX
    • CAPITAL GAINS TAX
  • LIFE/HEALTH INSURANCE
    • LIFE ASSURANCE
    • CRITICAL ILLNESS
    • FAMILY INCOME BENEFIT
    • ACCIDENT, SICKNESS & UNEMPLOYMENT PAYMENT PROTECTION
  • CORPORATE FINANCE
    • INTRODUCTION
    • DIRECTORS PROTECTION SCHEME
    • CORPORATION TAX SAVINGS
    • COMMERCIAL LOANS
    • EMPLOYEE BENEFIT SCHEMES
  • CHILD TRUST FUND
• CONTACT
   
  • HEAD OFFICE
  • THE ADVISERS

Ongoing Monitoring & Review of Funds

The investment committee will meet on a half yearly basis to perform 2 functions:

1. Decide whether to apply any changes made necessary by a change in the underlying asset allocation recommendations provided by Skandia / Watson Wyatt.

2. Review the fund selection, on the same basis as the funds where initially selected.

We do not currently hold discretionary adviser status and therefore any changes to a client’s portfolio must first be authorised by the client.

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Robert Douglas Associates LLP is authorised and regulated by the Financial Services Authority.

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