Albatross Invest

Illustration

The figures to give a client before they invest: what the money is projected to be worth over five or ten years with no charges, after your own fees, and after every charge, with each charge set out in pounds.

For financial advisers. Each illustration you download or email is recorded against its reference, so it can be checked later.

Adviser

Your name, individual reference, firm, firm reference number and address are taken from the Financial Services Register, so the illustration carries them exactly as the register holds them.

Client
Investment

Your charges

Find yourself on the register, add the client and the investment, then generate the illustration. Once it has run, the figures follow any change you make.

Important information

For financial advisers only

This tool prepares pre-investment illustrations of the Albatross Invest Legacy Fund for financial advisers authorised and regulated by the Financial Conduct Authority, or acting for a firm that is, to use when advising their own clients.

For the use of professional advisers only and not to be relied upon by retail clients. It is not intended for members of the public.

An illustration is not a personal recommendation. It does not take account of any client’s circumstances, and any recommendation to invest must rest on the adviser’s own assessment of suitability.