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EFA Hallmark Investment Portfolio & Related Products
Simplified Prospectus
Contents - This Simplified Prospectus document gives a summary of the EFA Hallmark Investment Portfolio (the "Fund"), which is an Open Ended Investment Company (OEIC). There are three Sub-Funds available, viz: Harmony Strategy Fund; Haven Strategy Fund; and Horizon Strategy Fund. Issue date: January 2012.
Key Features Document (ISA)
Contents - This 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: April 2012.
Application Form
Contents - Application Form for the EFA Hallmark Investment Portfolio and EFA Hallmark Investment Portfolio Stocks and Shares ISA. Issue date: October 2009.
ISA Transfer Form
Contents - Stocks and Shares ISA Transfer Form for the EFA Hallmark Investment Portfolio. Issue date: October 2008.
Direct Debit Mandate
Contents - Instruction to a Bank or Building Society to pay by Direct Debit.
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.
Financial - Short Report
Contents - EFA Hallmark Investment Portfolio. Interim Short Report for the period ending 31st October 2011. Issue date: November 2011.
Financial - Long Report
Contents - EFA Hallmark Investment Portfolio. Annual Report and Audited Financial Statements for the accounting year ended 31st March 2010. Issue date: July 2010.
Fund Factsheet 1
Contents - Harmony Strategy Fund Factsheet. Issue date: April 2011.
Fund Factsheet 2
Contents - Haven Strategy Fund Factsheet. Issue date: April 2011.
Fund Factsheet 3
Contents - Horizon Strategy Fund Factsheet. Issue date: April 2011.