Automatic rebalancing
You and your adviser can instruct us to regularly rebalance the managed investments in your portfolio according to benchmarks you have established. This means that regardless of each investment's performance, your portfolio will generally be in line with the investment strategy you have agreed with your adviser. You can choose to rebalance the managed investments within your portfolio either:
- quarterly
- half-yearly, or
- annually.
Automatic rebalancing will occur on or around the 24th of the month (this date may change without prior notice to you). After your first automatic rebalancing transaction, you can instruct your adviser to rebalance your portfolio on demand.
