UK Portfolio Management Limited

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pdf Brochure

Contents - This Brochure contains an introduction to YIG Asset Management Ltd (now UK Portfolio Management Limited) and to the EFA Hallmark Investment Portfolio. Issue date: May 2008.

pdf Simplified Prospectus

Contents - This Simplified Prospectus document gives you a summary of the EFA Hallmark Investment Portfolio (the "Fund"), which is an Open Ended Investment Company (OEIC). There are three Sub-Funds available, being: Harmony Strategy Fund; Haven Strategy Fund; and Horizon Strategy Fund. Issue date: January 2010.

pdf Key Features Document (ISA)

Contents - This Key Features Document describes the Key Features and Terms & Conditions of the EFA Hallmark Investment Portfolio Stocks and Shares Individual Savings Account (EFA Hallmark Investment Portfolio ISA). Issue date: July 2010.

pdf Application Form

Contents - Application Form for the EFA Hallmark Investment Portfolio and EFA Hallmark Investment Portfolio Stocks and Shares ISA. Issue date: October 2009.

pdf ISA Transfer Form

Contents - Stocks and Shares ISA Transfer Form for the EFA Hallmark Investment Portfolio. Issue date: October 2008.

pdf Direct Debit Mandate

Contents - Instruction to a Bank or Building Society to pay by Direct Debit.

pdf Regular Withdrawal Authority

Contents - EFA Hallmark Investment Portfolio Regular Withdrawal Authority. This form can be used for regular withdrawal instructions from an OEIC sub-fund or a Stocks and Shares Individual Savings Account (Stocks and Shares ISA). Issue date: April 2008.

pdf Financial - Short Report

Contents - EFA Hallmark Investment Portfolio. Authorised Corporate Director's combined Annual Short Reports for the year ended 31st March 2009. Issue date: July 2009.

pdf Financial - Long Report

Contents - EFA Hallmark Investment Portfolio. Director's Final Report and Audited Financial Statements for the accounting year ended 31st March 2009. Issue date: July 2009.

pdf Fund Factsheet 1

Contents - Harmony Strategy Fund Factsheet. Issue date: August 2010.

pdf Fund Factsheet 2

Contents - Haven Strategy Fund Factsheet. Issue date: August 2010.

pdf Fund Factsheet 3

Contents - Horizon Strategy Fund Factsheet. Issue date: August 2010.