Page 25 - 2017 INVESTMENT PHILOSOPHY - May 2017

As Enable is not a “discretionary” manager, we will not unilaterally change the

constituent parts of your model without first obtaining your express consent.

Additionally, it may not be practical or sensible to carry out an immediate rebalancing

exercise and in some cases any changes may not be reflected until the next formal

review of your file and portfolio.

ENABLE INDEPENDENT FINANCIAL LIFE PLANNERS IS A TRADING STYLE OF ENABLE INDEPENDENT LIMITED
ENABLE INDEPENDENT LIMITED IS AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY. Version 2017 - April