For clients without existing advisors the Total Asset Management & Investment Planning Analysis would comprise two components of the review service process, namely the risk profiling and the investment planning analysis (also called an asset and liability analysis).

This report would provide a risk profile and an investment planning profile of the investor.  The investment planning profile would provide an analysis of all factors likely to affect the management of a portfolio over time.  The manager eventually selected will need to bear this in mind when constructing, planning and managing the portfolio.

The detailed outputs of the analysis would also be provided to the wealth and asset managers. 

This report would also incorporate the wealth and asset management mandate.  For those investors who have existing managers and have already undergone the review process, the review process report and structural mandates would provide similar content.