wealth manager

introduction

Learn more about Westbrooke, Section 12J and our Feb 2020 investment strategies by following the relevant links below:

Upload your details and download a co-branded brochure to share with your clients.

Take a closer look at Westbrooke’s Feb 2020 investment offering, including 3 investment strategies and 3 diversified portfolios which offer a weighting of Westbrooke’s Section 12J funds, all while retaining Westbrooke as your client’s asset manager.

Go on a learning journey which covers Westbrooke, the Section 12J tax incentive and our Feb 2020 strategies in a few short videos to obtain your product specific training certificate.

Alternatively, you can navigate through all available content on our interactive investor toolbox.

wealth manager investment portal tutorial

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