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Change of Investment Profile Please use this form to instruct Brooks Macdonald Asset Management Ltd (Brooks Macdonald) to change your Bespoke Portfolio Service

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What is change of investment profile?

Change of investment profile refers to the process of updating or modifying an individual's investment preferences, risk tolerance, and financial goals.

Who is required to file change of investment profile?

Anyone who has a registered investment account or is working with a financial advisor may be required to file a change of investment profile.

How to fill out change of investment profile?

To fill out a change of investment profile, individuals typically need to complete a form provided by their financial institution or advisor, and provide updated information about their financial situation and investment preferences.

What is the purpose of change of investment profile?

The purpose of a change of investment profile is to ensure that an individual's investment strategy aligns with their current financial goals, risk tolerance, and market conditions.

What information must be reported on change of investment profile?

Information that may need to be reported on a change of investment profile includes income, expenses, assets, liabilities, investment objectives, risk tolerance, and time horizon.

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