SK25730 /221-1314 Approved for 12 months from March 2022 Important information Further information on the WealthSelect Managed Portfolio Service can be found at platform.quilter.com/wealthselect Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rates may cause the value of overseas investments to rise or fall. platform.quilter.com Please be aware that calls and electronic communications may be recorded for monitoring, regulatory and training purposes and records are available for at least five years. Quilter Investment Platform Limited and Quilter Life & Pensions Limited are registered in England and Wales under numbers 1680071 and 4163431 respectively. Registered Office at Senator House, 85 Queen Victoria Street, London, United Kingdom, EC4V 4AB. Quilter Investment Platform Limited is authorised and regulated by the Financial Conduct Authority. Quilter Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59. Quilter uses all reasonable skill and care in compiling the information in this communication and in ensuring its accuracy, but no assurances or warranties are given. You should not rely upon the information in this communication in making investment decisions. Nothing in this communication constitutes advice or personal recommendation. Data from third parties (“Third-Party Data”) may be included in this communication and those third parties do not accept any liability for errors and omissions. Therefore, you should make sure you understand certain important information, which can be found at platform.quilter.com/third-party-data . Where this communication contains Third-Party Data, Quilter cannot guarantee the accuracy, reliability or completeness of such Third-Party Data and accept no responsibility or liability whatsoever in respect of such Third-Party Data. The WealthSelect Responsible Blend and Passive portfolios include exchange-traded funds (ETFs) within their target asset allocations. These ETFs can only be traded in whole shares, which means the amount an investor purchases/sells might be slightly higher or lower than intended. It could even result in no shares being purchased if the investment amount is less than the cost of one share. When investing in a WealthSelect Responsible Blend or WealthSelect Responsible Passive portfolio, we therefore recommend a minimum investment amount of £10,000 to ensure that sufficient ETF shares can be purchased. Any residual value will be held as cash within the portfolio, where it would remain until the next rebalance. Please also note that in order to facilitate trading in ETFs we need to have the National Insurance Number (for individuals) or Legal Entity Identifier (for entities) captured within our systems. Without these details a customer will not be able to invest in the WealthSelect Responsible Blend or Passive portfolios. Additionally, as ETFs are not available within our Collective Investment Bond (CIB) the WealthSelect Responsible Blend and Passive portfolios are not available within the CIB.