Yes, if your goals or circumstances change you can rebalance your portfolio and be assigned a new investment profile. You can opt to rebalance your portfolio at any time, subject to a 24-hour cooling off period. To complete the process, you will need to once again answer the questionnaire given before opening an account.

This will ensure that your new investment profile accurately fits your changed objectives. Following this, a new MeManaged Discretionary Portfolio Management Service Agreement will need to be signed.  All MeManaged clients will be asked to undergo a portfolio rebalancing exercise every five years to check that the investment strategy still matches the customer’s goals.