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Ensuring your ongoing investment suitability.
Have things changed?

Please update us on your financial circumstances by answering the following questions:

Are there any changes to assets and other investments? (For example, have you acquired another property, gained or spent significant cash savings or other investments, or maybe received an inheritance or windfall?)
Has there been any substantial changes to your income or expenditure that would affect your affordability? (For example, has your debt increased or has there been a change in family or personal circumstances?)
Do you expect or have there been significant changes in your life such as family bereavement or illness, or substantial changes in personal circumstances that would affect your decision making when we review your investments?
Have your main goals and/or objectives changed for your investments?
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