SMA portfolio communications

SMA portfolio communications

These are email templates that Aequitas produces monthly for advisers to send to their clients. They are delivered as Outlook email files so that advisers can customise them as they see fit and so that advisers can send them from their own email addresses.

Attached Files

File
SMA Portfolio changes and performance for May 2022.zip
SMA Portfolio changes and performance for Feb 2022.zip
SMA Portfolio changes and performance for March 2022.zip
SMA Portfolio changes & performance for April 2022.zip
  • Version
  • File Size 500.97 KB
  • File Count 4
  • Create Date 6 June 2022
  • Last Updated 25 June 2022