P1 Investment Services Secure Area
Welcome to the P1 Secure Area.
This secure document safe is where company documents, investment management portfolio factsheets and other service documents will be held and updated.
We’re now Defaqto Rated
We’ve now moved all our documents to one page to make life easier for you.
Platform documentation (Key Features, Transer Forms etc) will now be solely held and managed here: P1 Platform Important Information
We’ll keep the old pages until the end of January as we appreciate you may have them saved as favourites.
You can search documents by service line or by type of document. If there is a document missing that you would like added, please email [email protected].
P1 Retirement Income | Cautious-Moderate (Previously Lower Risk)
P1 Wealth Accumulator | Cautious (Previously Protective)
P1 Wealth Accumulator | Cautious-Moderate (Previously Lower Risk Growth)
P1 Wealth Accumulator | Moderate (Previously Temperate)
P1 Wealth Accumulator | Moderate-Adventurous (Previously Growth Seeker)
Wealth Accumulator MPS | Value Assessment
P1 Company Documents
Due Diligence Documents, ThreeSixty Company Report, Pillar 3 Disclosure, Best Execution Policy etc
Consumer Duty Documents
Target Market and Value Assements for P1 Products and Services
P1 Portfolio Performance Reporting
Quartlerly performance figures for all P1 Investment Management Portfolios and ranges. Updated Quarterly.
Wealth Accumulator Portfolio Factsheets
Factsheets for our five wealth accumulator model portfolios. Updated every quarter.
Retirement Income Portfolio Factsheets
Factsheets for our retirement income model portfolios. Updated every quarter.
Ethical Portfolio Factsheets
Factsheets for our four ethical model portfolios. Updated every quarter.
Asset Tracker Portfolio Factsheets
Factsheets for our six Asset Tracker model portfolios. Updated every quarter.
Responsible Asset Tracker Portfolio Factsheets
Factsheets for our five Responsible Asset Tracker Portfolios. Updated every quarter.