Downing AIM Estate Planning Service
Overview
Thank you for investing in the Downing AIM Estate Planning Service.
After your funds have been invested, you'll receive quarterly valuation statements and half-yearly reportsthat contain details of all the investments in your portfolio and commentary on how your investments are doing.
You can request to access your money at any time. We target to return requested funds within 30 days. Note, this is subject to our discretion, liquidity and 10 business days' notice. And not to worry, we won't charge or impose a penalty if you choose to take some or all of your money out of the service. Note, withdrawals will not benefit from IHT relief.
Additional information
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Good to know
Downside Protection Cover: Included as standard if you're under the age of 90, this policy protects your initial net investment from a loss in value of up to 20% (conditions apply). The cover is for a minimum of two years and is renewed by the broker annually, although this can't be guaranteed.
We're here to help
If you are a financial adviser, or discretionary fund manager please call us on 020 7630 3319 or email us at sales@downing.co.uk.
If you are a private investor you can speak to Downing LLP's investor relationship team on 020 3828 0975 or email customer@downing.co.uk.