True and Fair Challenge
Make Your Voice Count. Take Part in the Challenge.
If fund managers and advisers have nothing to hide, and are not opposed to being True and Fair, why not put them to the test?
Download the sample label and send it to them. All the information required exists, so do not allow them to fob you off. It's your money, you have the right to know how much it costs and how much or little you get back in your pocket.
To the Fund Manager / Wealth Manager / Advisor/ Bank / Personal Pension Plan Provider etc,
Please provide me a completed True and Fair Label for my proposed / actual investment in the ( ____________ ) fund/portfolio together with a list of the full underlying holdings as at the latest available date.