Resources for you and your clients

Key documents and information

Resources for financial advisers

    •

    Quarterly reviews

    Adviser tools

    Internal reports

    Independent 3rd party reports

    Resources for your clients

    Our client-facing literature contains all the information needed to invest in the Wesleyan With Profits Fund.

    •

    General fund information

    Information on the With Profits Growth Fund Series A:

    ISA Investment Plan

    Trustee Investment Plan