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Elite LWM Value Portfolio Fund & Related Products
Brochure
Contents - Brochure for the Elite LWM East-West Value Portfolio Fund. Issue date: March 2010.
Simplified Prospectus
Contents - This Simplified Prospectus document gives a summary of the Elite LWM Value Portfolio Fund (the "Fund"), which is an Open Ended Investment Company (OEIC) and contains details of the East-West Value Fund. Issue date: October 2011.
Key Features Document (ISA)
Contents - This document describesthe Key Features and Terms & Conditions of the Elite LWM Value Portfolio Fund Stocks and Shares Individual Savings Account (LWM Value Portfolio ISA). Issue date: April 2012.
Application Form (Direct Investment)
Contents - Direct Investment Application Form in respect of the Elite LWM East-West Value Portfolio Fund. Issue date: December 2010.
Application Form (Direct ISA)
Contents - Stocks & Shares ISA Application Form in respect of the Elite LWM East-West Value Portfolio Fund. Issue date: December 2010.
Application Form (Trustee)
Contents - Trustee Application Form (icluding SIPP & SSAS) in respect of the Elite LWM East-West Value Portfolio Fund. Issue date: December 2010.
ISA Transfer Authority
Contents - The Elite LWM East-West Value Portfolio Fund Stocks & Shares ISA Transfer Authority. Issue date: December 2008.
Direct Debit Mandate
Contents - Direct Debit Mandate. Instructions to Bank or Building Society to pay by Direct Debit.
Financial - Short Report
Contents - The Elite LWM East-West Value Portfolio Fund. Annual Short Report for the year ended 31st December 2011. Issue date: April 2012.
Financial - Long Report
Contents - The Elite LWM East-West Value Portfolio Fund. Interim Report and Unaudited Financial Statements for the period ended 30th April 2010. Issue date: June 2010.
Fund Factsheet
Contents - Fund Factsheet. The Elite LWM East-West Value Portfolio Fund. Issue date: May 2012.