Popular resources
Make use of our helpful tools, ready-to-use templates and client-facing resources to use in your business or in conversation with clients, from frameworks for successful first interviews, to making the best of the adviser-client journey.
Bull and bear markets over time
Out of the past 80 years, more than 80% have seen equities rise. Bull markets have lasted for longer and the rise in gains far outstripped the losses.
Tactical asset allocation chart
Show your clients the performance of various asset classes over the past 10 years.
Add your company logo to these resources
You can now add your company logo to our client-facing resources by following a few simple steps.
Download the PDF to your desktop
Download any of our co-brandable templates to your desktop.
Format your logo
You can use JPG, PNG, BMP and TIFF formats.
The optimum length & height for the logo file is
- 11.5mm (h) x 32mm (w) or
- 1350x300 pixels
- Resolution between: 150dpi - 300dpi
Open the PDF and click on the area for your logo
Open your downloaded PDF, click on the area marked as “Presented to you by”, select your file and save the PDF again.
