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EFA AR Portfolio Funds & Related Products

pdf Simplified Prospectus

Contents - This Simplified Prospectus document gives a summary of the EFA AR Portfolio Funds (the "Fund"), which is an Open Ended Investment Company (OEIC). The Fund currently has two sub-funds, being: Diversity Strategy Portfolio; and Multi-Asset Income Portfolio. Issue date: August 2011.

pdf Key Features Document (ISA)

Contents - This document describes the Key Features and Terms & Conditions of the EFA AR Portfolio Funds Stocks and Shares Individual Savings Account (the EFA AR Portfolio Funds ISA). Issue date: April 2012.

pdf Application Forms

Contents - Application Forms for the EFA AR Portfolio Funds. Issue date: August 2011.

pdf ISA Transfer Form

Contents - Application Form for the EFA AR Portfolio Funds - Stocks and Shares ISA Transfer Form. Issue date: August 2011.