Send Lee the prospectus summary built from his term sheet.
Hi Lee,
Thanks for sending the term sheet across. I've gone through it in detail and put together a prospectus summary based on the information in there. Everything is structured and ready to go, just needs the ISIN dropping in once it comes through next week.
Prospectus Summary: database.broadbenchwealth.co.uk/prospectus
Private and confidential, internal use only.
It covers the full product structure, key terms, investment strategy, portfolio allocation, service providers, redemption mechanics, governance and risk factors. All pulled directly from the term sheet so everything is accurate and consistent.
Once the ISIN is confirmed I'll update the prospectus and the web presence, and then we're in a position to start the provider conversations.
Have a look and let me know if there's anything you want added or changed.
Kind Regards,
Remember to add your name after "Kind Regards," before sending.