InvestMe Financial Services LLC

InvestMe Financial Services is a unique investment proposition that offers our clients the following benefits:

• Educating clients by giving them the knowledge to ensure they are not being disadvantaged by receiving incorrect or incomplete investment advice.
• No need for lock in periods or redemption fees.
• You have access to the skills of carefully selected investment managers.
• The most important thing for our company is that there are no nasty surprises.
• We provide you with regular and relevant communications about your investments.
• We believe in reducing fees by using the most cost-efficient investments.

InvestMe Risk-Managed Portfolios

InvestMe Factsheets

Conservative Risk	Click here
Cautious Risk	Click here
Prudent Risk	Click here
Balanced Risk	Click here
Growth Risk	Click here
High Growth Risk	Click here

Monthly Performance

Smartim Monthly Performance – April 16	Click here
Smartim Monthly Performance – May 16	Click here
Smartim Monthly Performance – June 16	Click here
Smartim Monthly Performance – July 16	Click here
Smartim Monthly Performance – August 16	Click here
Smartim Monthly Performance – September 16	Click here
Smartim Monthly Performance – October 16	Click here
Smartim Monthly Performance – November 16	Click here
Smartim Monthly Performance – December 16	Click here
Smartim Monthly Performance – January 17	Click here
Smartim Monthly Performance – February 17	Click here
Smartim Monthly Performance – March 17	Click here
Smartim Monthly Performance – April 17	Click here
Smartim Monthly Performance – May 17	Click here
Smartim Monthly Performance – June 17	Click here
Smartim Monthly Performance – July 17	Click here
Smartim Monthly Performance – August 17	Click here
Smartim Monthly Performance – September 17	Click here
Smartim Monthly Performance – October 17	Click here
Smartim Monthly Performance – November 17	Click here
Smartim Monthly Performance – December 17	Click here
Smartim Monthly Performance – January 18	Click here

Weekly Market Reviews

For the latest market review, please go to the Smart^im website.

Smartfund 80% Protected Portfolios

The Smartfund 80% Protected Portfolios invest in the Smartfund 80% Protected range. These funds offer the returns of multi-asset risk-graded portfolios managed by Smart^im, with the benefit of capital protection of 80% of the highest ever fund value achieved, provided by Morgan Stanley.

These Funds are currently available in Balanced and Growth. Investors will have a choice of three currencies: sterling, euro and US dollar.

How it works

Risk-graded strategy

The risk-graded portfolio is the performance engine of the Fund, and is managed by experts and Smart Investment Management (Smart^im). Each portfolio has a specific risk profile and invests in a carefully constructed blend of different asset classes that can include equities, bonds, commodities, foreign exchange and alternative investments.

Protection component

The protection component, which is provided by Morgan Stanley, compensates for losses on the risk-graded portfolios to ensure that at all times the Fund Net Asset Value (NAV) is above 80% of the highest fund value achieved. Gains made above the previous highest fund value continually increase the protected value.

Important documents

Fund Information
Brochure	Click here
Brochure - Clean	Click here
Smart - Investment Mandate	Click here
Smartfund 80% Protected Historical Returns	Click here
Prospectus	Click here
Supplement – Balanced	Click here
Supplement – Growth	Click here

The Smartfund Range Factsheets

	GBP	USD	EUR
Smartfund 80% Protected Balanced Fund	Click here	Click here	Click here
Smartfund 80% Protected Growth Fund	Click here	Click here	Click here
Smartfund 80% Protected Balanced Fund – Clean	Click here	–	–
Smartfund 80% Protected Growth Fund – Clean	Click here	–	–
Smartfund Cautious Fund	Click here	–	–
Smartfund Balanced Fund	Click here	–	–
Smartfund Growth Fund	Click here	–	–

Smartfund 80% Protected Performance

	Balanced	Growth
Protected Performance Pack – YTD	Click here	Click here

KIIDs

KIID – Smartfund 80% Protected Balanced Fund – GBP	Click here
KIID – Smartfund 80% Protected Balanced Fund – USD	Click here
KIID – Smartfund 80% Protected Balanced Fund – EUR	Click here
KIID – Smartfund 80% Protected Growth Fund – GBP	Click here
KIID – Smartfund 80% Protected Growth Fund – USD	Click here
KIID – Smartfund 80% Protected Growth Fund – EUR	Click here
KIID – Smartfund 80% Protected Balanced Fund – Clean – GBP	Click here
KIID – Smartfund 80% Protected Growth Fund – Clean – GBP	Click here

The Praemium Platform

Making client recommendations

In order for your clients to make fully informed investment decisions you will need to provide them with an Illustration that outlines the potential risks and returns of your recommended strategies. These can be easily created using our Illustration Generator:

Documents
Illustration Generator	Click here
Brochure	Click here
Custody & Execution Terms and Conditions	Click here
Investment Management Terms	Click here
CDD Guidlines	Click here
IRS Tax Forms - W8 Ben	Click here
IRS Tax Forms – W8 Ben-E	Click here
IRS Tax Forms – W9	Click here

Managing client investments

Below are important documents for the ongoing management of your client portfolios:

Documents
Additional Investment Form	Click here
Withdrawal Form	Click here
Corporate Investment Instruction	Click here
Direct Debit Form (for UK clients only)	Click here
Switch Instruction	Click here

User Guides

Below are the system guides to help you navigate your platform:

Below are the system guides to help you navigate your platform:
User Guides	Click here

Contact Details

If you have any questions, please contact our client services team on:

[email protected]

Telephone: +971 800 03 210 93

Our offices are open on business days between 6am - 10pm (GST)

Note: This information is intended for Professional Advisers only and should not be relied upon by Retail Investors.