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Although new Personal Equity Plans (PEPs) are no longer available,
if you already hold a PEP, deciding how your money is invested
is important. An investors' goals change over time, so review
your PEPs regularly and ask a few simple questions:
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am I happy with the performance of my PEP? |
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does the way my PEP is invested match my current
requirements? |
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do my PEP investments fit as part of my overall
portfolio? |
If the answer to any of these questions is 'no', you may want
to consider moving your PEP to another provider.
CWMG manages both general and single company PEPs, and because
we view PEPs as an integral part of a tax efficient investment
portfolio, we tailor our services to meet each client's objectives
- for growth, income or a balance between the two.
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