Acumen Capital Protection Portfolio Brochure

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i-stock is a trading style of Tavistock Private Client Limited authorised and regulated by the Financial Conduct Authority with FRN 210782. Tavistock Private Client Limited is a wholly owned subsidiary of Tavistock Investments Plc. 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE +44 (0) 1753 867000. www.tavistockam.com thinking@tavistockam.com. The product provider for the i-stock ISA and GIA is Platform One Ltd which is authorised and regulated by the Financial Conduct Authority № 542059. A registered company in England and Wales. №06993268. Registered Office: Peartree Business Centre, Cobham Road, Wimborne, Dorset, BH21 7PT

We have one portfolio that complies with a Risk Profile 7

ACUMEN Portfolio 8

Acumen Portfolio 7

The ACUMEN Portfolio 8 will be actively managed, on a highest risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

AVAILABLE NOW

We have one portfolio that complies with a Risk Profile 7

ACUMEN Portfolio 7

Acumen Portfolio 7

The ACUMEN Portfolio 7 will be actively managed, on a highest medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

AVAILABLE NOW

We have one portfolio that complies with a Risk Profile 6

ACUMEN Portfolio 6

Acumen Portfolio 6

The ACUMEN Portfolio 6 will be actively managed, on a high medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

AVAILABLE NOW

We have three portfolios that comply with a Risk Profile 5

Risk Profile 5 Portfolios:

Acumen Portfolio 5

ACUMEN Portfolio 5 will be actively managed, on a low medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Acumen Income Portfolio

ACUMEN Income Portfolio will be actively managed, on a low medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Acumen Income Protection Portfolio

With the ACUMEN Income Protection Portfolio the protection level is 85% of the highest value ever achieved by the portfolio. You can protect a significant amount of your initial investment, as well as protect a substantial amount of any future profits.

AVAILABLE NOW

We have three portfolios that comply with a Risk Profile 4

Risk Profile 4 Portfolios:

Acumen Portfolio 4

ACUMEN Portfolio 4 will be actively managed, on a lowest medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Acumen Capital Protection Portfolio

With the ACUMEN Capital Protection Portfolio the protection level is 90% of the highest value ever achieved by the portfolio. You can protect a significant amount of your initial investment, as well as protect a substantial amount of any future profits.

Acumen ESG Protection Portfolio

With the ACUMEN ESG Protection Portfolio the protection level is 90% of the highest value ever achieved by the portfolio. You can protect a significant amount of your initial investment, as well as protect a substantial amount of any future profits.

AVAILABLE NOW

We have one portfolio that complies with a Risk Profile 3

ACUMEN Portfolio 3

Acumen Portfolio 3

ACUMEN Portfolio 3 will be actively managed, on a low risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

AVAILABLE NOW