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OUR PRIVACY AND COOKIE POLICY

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Amendments

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I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

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    3. I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;
    4. I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £l million.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

I declare that I am a self-certified sophisticated investor for the purposes of the Financial Services and Markets Act (Financial Promotion) Order 2005.

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I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

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I understand that this means:

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I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

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Guides (View All)

Intermediate Investor Guide - Educate Yourself

 

Introduction

No Longer a Beginner Investor? An Intermediate Guide to Furthering Your Education.
If you’ve had an ISA, SIPP or online investment account for some time now, you probably have good grasp of the basic principles that underpin achieving consistently solid average returns from a long term investment strategy.

Educating yourself is key to making the most of your investments but most stop after an initial burst of enthusiasm. This guide is an action plan for how, without a big time commitment, you can go about educating yourself beyond beginner level, and give yourself the knowledge and tools that can help you boost your portfolio’s returns and protect it against a market downturn.

Topics covered in this Guide

  • Geographical Diversity
  • Rebalancing Your Portfolio for a Market Correction or Ahead of Retirement
  • How Interest Rates Affect Investment Classes
  • What’s My Target Portfolio Value? Getting the Size of Contributions Right
  • Educational Resources for Intermediate Investors: Books and Blogs
UKIG

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