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Resource library

The resource library is designed to provide current, relevant resources that keep you informed about your investments.

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Annual Reports

True Potential Annual Update 2023

True Potential Annual Update 2023

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True Potential Annual Report 2022

True Potential Annual Report 2022

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True Potential Annual Report 2021

True Potential Annual Report 2021

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True Potential Annual Report 2020

True Potential Annual Report 2020

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Do More With Your Money – 2019 Annual Report

Do More With Your Money – 2019 Annual Report

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True Differentiation – 2018 Annual Report

True Differentiation – 2018 Annual Report

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Past, Present + Future – 2017 Annual Report

Past, Present + Future – 2017 Annual Report

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Strength in Numbers – 2016 Annual Report

Strength in Numbers – 2016 Annual Report

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The Story Unfolds – 2015 Annual Report

The Story Unfolds – 2015 Annual Report

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The Future is Here – 2014 Annual Report

The Future is Here – 2014 Annual Report

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True Colours – 2013 Annual Report

True Colours – 2013 Annual Report

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Thoughts. Actions. Results. – 2012 Annual Report

Thoughts. Actions. Results. – 2012 Annual Report

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Investment Management

Defensive Portfolio Factsheet

Defensive Portfolio Factsheet

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Cautious Portfolio Factsheet

Cautious Portfolio Factsheet

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Cautious + Portfolio Factsheet

Cautious + Portfolio Factsheet

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Cautious Income Portfolio Factsheet

Cautious Income Portfolio Factsheet

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Balanced Portfolio Factsheet

Balanced Portfolio Factsheet

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Balanced + Portfolio Factsheet

Balanced + Portfolio Factsheet

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Balanced Income Portfolio Factsheet

Balanced Income Portfolio Factsheet

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Growth Portfolio Factsheet

Growth Portfolio Factsheet

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Growth + Portfolio Factsheet

Growth + Portfolio Factsheet

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Aggressive Portfolio Factsheet

Aggressive Portfolio Factsheet

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True Potential SEI Defensive Factsheet

True Potential SEI Defensive Factsheet

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True Potential UBS Defensive Factsheet

True Potential UBS Defensive Factsheet

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True Potential 7IM Defensive Factsheet

True Potential 7IM Defensive Factsheet

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True Potential Close Brothers Cautious Factsheet

True Potential Close Brothers Cautious Factsheet

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True Potential Close Brothers Cautious Income Factsheet

True Potential Close Brothers Cautious Income Factsheet

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True Potential SEI Cautious Factsheet

True Potential SEI Cautious Factsheet

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True Potential Schroders Cautious Factsheet

True Potential Schroders Cautious Factsheet

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True Potential UBS Cautious Factsheet

True Potential UBS Cautious Factsheet

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True Potential 7IM Cautious Factsheet

True Potential 7IM Cautious Factsheet

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True Potential Schroders Cautious Income Factsheet

True Potential Schroders Cautious Income Factsheet

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True Potential Close Brothers Balanced Factsheet

True Potential Close Brothers Balanced Factsheet

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True Potential SEI Balanced Factsheet

True Potential SEI Balanced Factsheet

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True Potential Schroders Balanced Factsheet

True Potential Schroders Balanced Factsheet

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True Potential Goldman Sachs Balanced Factsheet

True Potential Goldman Sachs Balanced Factsheet

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True Potential UBS Balanced Factsheet

True Potential UBS Balanced Factsheet

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True Potential 7IM Balanced Factsheet

True Potential 7IM Balanced Factsheet

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True Potential Close Brothers Growth Factsheet

True Potential Close Brothers Growth Factsheet

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True Potential SEI Growth Factsheet

True Potential SEI Growth Factsheet

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True Potential UBS Growth Factsheet

True Potential UBS Growth Factsheet

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True Potential 7IM Growth Factsheet

True Potential 7IM Growth Factsheet

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True Potential SEI Aggressive Factsheet

True Potential SEI Aggressive Factsheet

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True Potential UBS Aggressive Factsheet

True Potential UBS Aggressive Factsheet

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True Potential 7IM Aggressive Factsheet

True Potential 7IM Aggressive Factsheet

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True Potential Threadneedle Monthly Income Factsheet

True Potential Threadneedle Monthly Income Factsheet

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True Potential Allianz Cautious Factsheet

True Potential Allianz Cautious Factsheet

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True Potential Allianz Balanced Factsheet

True Potential Allianz Balanced Factsheet

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True Potential Allianz Growth Factsheet

True Potential Allianz Growth Factsheet

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True Potential Goldman Sachs Income Builder Factsheet

True Potential Goldman Sachs Income Builder Factsheet

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True Potential Growth-Aligned Growth Factsheet

True Potential Growth-Aligned Growth Factsheet

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True Potential Growth-Aligned Balanced Factsheet

True Potential Growth-Aligned Balanced Factsheet

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True Potential Growth-Aligned Aggressive Factsheet

True Potential Growth-Aligned Aggressive Factsheet

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True Potential Growth-Aligned Cautious Factsheet

True Potential Growth-Aligned Cautious Factsheet

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True Potential Growth-Aligned Defensive Factsheet

True Potential Growth-Aligned Defensive Factsheet

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True Potential UBS Income Factsheet

True Potential UBS Income Factsheet

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True Potential Waverton Income Factsheet

True Potential Waverton Income Factsheet

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True Potential Pictet Aggressive Factsheet

True Potential Pictet Aggressive Factsheet

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True Potential Pictet Balanced Factsheet

True Potential Pictet Balanced Factsheet

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True Potential Pictet Cautious Factsheet

True Potential Pictet Cautious Factsheet

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True Potential Pictet Defensive Factsheet

True Potential Pictet Defensive Factsheet

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True Potential Pictet Growth Factsheet

True Potential Pictet Growth Factsheet

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True Potential Global Managed Factsheet

True Potential Global Managed Factsheet

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Sustainable Investment Approach

Sustainable Investment Approach

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Shareholders Rights Directive II (SRD II)

Shareholders Rights Directive II (SRD II)

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Discretionary Management Service Agreement

Discretionary Management Service Agreement

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True Potential Due Diligence Factsheet

True Potential Due Diligence Factsheet

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True Potential Portfolios Brochure 2024

True Potential Portfolios Brochure 2024

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Wealth Management

Do More With Your Money

Do More With Your Money

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Tax Rates & Allowances 2024/2025

Tax Rates & Allowances 2024/2025

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True Insight

True Insight – Issue 35

True Insight – Issue 35

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True Insight – Issue 34

True Insight – Issue 34

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True Insight – Issue 33

True Insight – Issue 33

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True Insight – Issue 32

True Insight – Issue 32

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True Insight – Issue 31

True Insight – Issue 31

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True Insight – Issue 30

True Insight – Issue 30

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True Insight – Issue 29

True Insight – Issue 29

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True Insight – Issue 28

True Insight – Issue 28

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True Insight – Issue 27

True Insight – Issue 27

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True Insight – Issue 26

True Insight – Issue 26

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True Insight – Issue 25

True Insight – Issue 25

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True Insight – Issue 24

True Insight – Issue 24

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True Insight – Issue 23

True Insight – Issue 23

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True Insight – Issue 22

True Insight – Issue 22

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True Insight – Issue 21

True Insight – Issue 21

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True Insight – Issue 20

True Insight – Issue 20

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True Insight – Issue 19

True Insight – Issue 19

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True Insight – Issue 18

True Insight – Issue 18

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True Insight – Issue 17

True Insight – Issue 17

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True Insight – Issue 16

True Insight – Issue 16

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True Insight – Issue 15

True Insight – Issue 15

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True Insight – Issue 14

True Insight – Issue 14

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True Insight – Issue 13

True Insight – Issue 13

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True Insight – Issue 12

True Insight – Issue 12

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True Insight – Issue 11

True Insight – Issue 11

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True Insight – Issue 10

True Insight – Issue 10

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True Insight – Issue 9

True Insight – Issue 9

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True Insight – Issue 8

True Insight – Issue 8

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True Insight – Issue 7

True Insight – Issue 7

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True Insight – Issue 6

True Insight – Issue 6

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True Insight – Issue 5

True Insight – Issue 5

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True Insight – Issue 4

True Insight – Issue 4

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True Insight – Issue 3

True Insight – Issue 3

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True Insight – Issue 2

True Insight – Issue 2

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Diversification in Action Issue 1

Diversification in Action Issue 1

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Products

Personal Pension Drawdown Terms & Conditions

Personal Pension Drawdown Terms & Conditions

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Personal Pension Key Features and Terms & Conditions

Personal Pension Key Features and Terms & Conditions

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Personal Pension Key Features and Terms & Conditions All Eligible Securities

Personal Pension Key Features and Terms & Conditions All Eligible Securities

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Stocks & Shares ISA and General Investment Account Key Features and Terms & Conditions

Stocks & Shares ISA and General Investment Account Key Features and Terms & Conditions

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Stocks & Shares ISA and General Investment Account Key Features and Terms & Conditions

Stocks & Shares ISA and General Investment Account Key Features and Terms & Conditions

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Products & Charges Schedule

Products & Charges Schedule

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Dealing & Custody Service Agreement

Dealing & Custody Service Agreement

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Auto Enrolment

IGC Terms of Reference

IGC Terms of Reference

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IGC 2015/2016 Report

IGC 2015/2016 Report

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IGC 2016/2017 Report

IGC 2016/2017 Report

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IGC 2017/2018 Report

IGC 2017/2018 Report

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IGC 2018/2019 Report

IGC 2018/2019 Report

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IGC 2019 Report

IGC 2019 Report

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IGC 2020 Report

IGC 2020 Report

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IGC 2021 Report

IGC 2021 Report

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IGC 2022 Report

IGC 2022 Report

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IGC 2023 Report

IGC 2023 Report

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Auto Enrolment Video

Auto Enrolment Video

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Regulatory Reporting

True Potential Investments LLP (TPI) RTS28 and Article 65(6) Disclosure 2020

True Potential Investments LLP (TPI) RTS28 and Article 65(6) Disclosure 2020

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True Potential Investments LLP (TPI) RTS28 and Article 65(6) Disclosure 2019

True Potential Investments LLP (TPI) RTS28 and Article 65(6) Disclosure 2019

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True Potential Investments LLP (TPI) RTS28 and Article 65(6) Disclosure 2018

True Potential Investments LLP (TPI) RTS28 and Article 65(6) Disclosure 2018

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True Potential Group Tax Strategy

True Potential Group Tax Strategy

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Assessment of Value

Assessment of Value 2024

Assessment of Value 2024

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Assessment of Value 2023

Assessment of Value 2023

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OEIC 1

True Potential OEIC – 1 Prospectus

True Potential OEIC – 1 Prospectus

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True Potential OEIC 1 Interim Report

True Potential OEIC 1 Interim Report

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True Potential OEIC 1 Annual Report

True Potential OEIC 1 Annual Report

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True Potential SEI Aggressive Key Investor Information

True Potential SEI Aggressive Key Investor Information

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True Potential UBS Aggressive Key Investor Information

True Potential UBS Aggressive Key Investor Information

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True Potential 7IM Aggressive Key Investor Information

True Potential 7IM Aggressive Key Investor Information

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True Potential Close Brothers Balanced Key Investor Information

True Potential Close Brothers Balanced Key Investor Information

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True Potential SEI Balanced Key Investor Information

True Potential SEI Balanced Key Investor Information

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True Potential Goldman Sachs Balanced Key Investor Information

True Potential Goldman Sachs Balanced Key Investor Information

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True Potential UBS Balanced Key Investor Information

True Potential UBS Balanced Key Investor Information

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True Potential 7IM Balanced Key Investor Information

True Potential 7IM Balanced Key Investor Information

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True Potential Close Brothers Cautious Key Investor Information

True Potential Close Brothers Cautious Key Investor Information

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True Potential Close Brothers Cautious Income Key Investor Information

True Potential Close Brothers Cautious Income Key Investor Information

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True Potential SEI Cautious Key Investor Information

True Potential SEI Cautious Key Investor Information

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True Potential UBS Cautious Key Investor Information

True Potential UBS Cautious Key Investor Information

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True Potential 7IM Cautious Key Investor Information

True Potential 7IM Cautious Key Investor Information

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True Potential SEI Defensive Key Investor Information

True Potential SEI Defensive Key Investor Information

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True Potential UBS Defensive Key Investor Information

True Potential UBS Defensive Key Investor Information

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True Potential 7IM Defensive Key Investor Information

True Potential 7IM Defensive Key Investor Information

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True Potential Close Brothers Growth Key Investor Information

True Potential Close Brothers Growth Key Investor Information

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True Potential SEI Growth Key Investor Information

True Potential SEI Growth Key Investor Information

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True Potential UBS Growth Key Investor Information

True Potential UBS Growth Key Investor Information

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True Potential 7IM Growth Key Investor Information

True Potential 7IM Growth Key Investor Information

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True Potential Goldman Sachs Income Builder Key Investor Information

True Potential Goldman Sachs Income Builder Key Investor Information

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OEIC 2

True Potential OEIC – 2 Prospectus

True Potential OEIC – 2 Prospectus

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True Potential OEIC 2 Interim Report

True Potential OEIC 2 Interim Report

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True Potential OEIC 2 Annual Report

True Potential OEIC 2 Annual Report

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True Potential UBS Income Key Investor Information

True Potential UBS Income Key Investor Information

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True Potential Pictet Aggressive Key Investor Information

True Potential Pictet Aggressive Key Investor Information

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True Potential Pictet Balanced Key Investor Information

True Potential Pictet Balanced Key Investor Information

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True Potential Pictet Cautious Key Investor Information

True Potential Pictet Cautious Key Investor Information

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True Potential Pictet Defensive Key Investor Information

True Potential Pictet Defensive Key Investor Information

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True Potential Pictet Growth Key Investor Information

True Potential Pictet Growth Key Investor Information

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True Potential Waverton Income Key Investor Information

True Potential Waverton Income Key Investor Information

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True Potential Schroders Balanced Key Investor Information Document

True Potential Schroders Balanced Key Investor Information Document

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True Potential Schroders Cautious Key Investor Information Document

True Potential Schroders Cautious Key Investor Information Document

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True Potential Schroders Cautious Income Key Investor Information Document

True Potential Schroders Cautious Income Key Investor Information Document

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OEIC 3

True Potential OEIC – 3 Prospectus

True Potential OEIC – 3 Prospectus

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True Potential OEIC 3 Interim Report

True Potential OEIC 3 Interim Report

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True Potential OEIC 3 Annual Report

True Potential OEIC 3 Annual Report

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True Potential Growth-Aligned Aggressive Key Investor Information

True Potential Growth-Aligned Aggressive Key Investor Information

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True Potential Global Managed Key Investor Information

True Potential Global Managed Key Investor Information

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True Potential Growth-Aligned Balanced Key Investor Information

True Potential Growth-Aligned Balanced Key Investor Information

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True Potential Growth-Aligned Cautious Key Investor Information

True Potential Growth-Aligned Cautious Key Investor Information

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True Potential Growth-Aligned Defensive Key Investor Information

True Potential Growth-Aligned Defensive Key Investor Information

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True Potential Growth-Aligned Growth Key Investor Information

True Potential Growth-Aligned Growth Key Investor Information

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True Potential Allianz Cautious Key Investor Information

True Potential Allianz Cautious Key Investor Information

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True Potential Allianz Balanced Key Investor Information

True Potential Allianz Balanced Key Investor Information

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True Potential Allianz Growth Key Investor Information

True Potential Allianz Growth Key Investor Information

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True Potential Unit Trust

True Potential Unit Trust Prospectus

True Potential Unit Trust Prospectus

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True Potential Unit Trust Interim Report

True Potential Unit Trust Interim Report

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True Potential Unit Trust Annual Report

True Potential Unit Trust Annual Report

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True Potential Threadneedle Monthly Income Key Investor Information Document

True Potential Threadneedle Monthly Income Key Investor Information Document

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Policies

TPA Remuneration Policy Summary

TPA Remuneration Policy Summary

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TPA Engagement Policy

TPA Engagement Policy

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European MiFID Template

European MiFID Template (EMT)

European MiFID Template (EMT)

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Task Force on Climate-related Financial Disclosures

True Potential Investments TCFD Disclosure Report 2023

True Potential Investments TCFD Disclosure Report 2023

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