Document Library – Fundamental Asset Management

Welcome to Fundamental Asset Management Document Library

Here is where you will find useful documents to help you understand our services as well as open an account.

Brochure, Factsheets & Key Features

AIM IHT Portfolio Brochure

AIM IHT Growth Portfolio Factsheet

AIM IHT Growth Key Features

AIM IHT Portfolio Brochure

AIM IHT Income Portfolio Factsheet

AIM IHT Income Key Features

Account Application & Transfer Forms

Account Application Forms

Terms of Business

Remuneration Schedule

Transfer form (ISA)

Transfer form (Non ISA)

Consumer Duty

Consumer
Duty Pack

Consumer Duty - Value Assessment

Consumer Duty - Target Market

Our Support for Vulnerable Clients

How Fundamental Supports Vulnerable Clients