Free Portfolio Check
Whilst we do not give advice to our members, we do offer our concerns on some funds that are being sold out there: with over GBP2 billion of funds frozen from expats portfolios over the last few years, members should be vigilant.
Most members contact us after a problem develops – where it could have been avoided by acquiring a little knowledge beforehand.
The plain fact is that funds that pay high commission and have little or no liquidity along with funds which are valued by the fund issuers themselves to show constant growth can, and have, cost members their whole investment.
EPIC’s Free Portfolio Check service is specifically designed to identify potential toxic and ‘at risk’ fund that have been placed in your existing portfolio
An EPIC club member wanting to make sure of the status of their existing portfolio in this respect should take advantage of this free service .
Please contact us and we will arrange this for you .