What happens after I receive my recommendation?

You remain in control. You can follow the recommendation, explore your options, or speak with a financial adviser if you want personalised advice.

If you want to go proceed with the recommendation, simply sign up to the app in minutes and take the recommended actions of your choice.  

As with all investments, the value can go down as well as up, and you may get back less than you invest. A longer time horizon, typically at least five years, gives investments a better chance to recover from short term market movements.

For funds, full details of the investment approach, risks and potential returns are available in the Key Investor Information Document and Fact Sheet, available in the app or on the fund manager’s website.

Still have questions?

Contact support@quilterinvest.com and our dedicated Customer Support team will be more than happy to help.