WealthSelect Client Guide

Introducing WealthSelect Explore how our market-leading managed portfolio service can benefit you

2 WealthSelect Managed Portfolio Service Your dedicated portfolio service Since 2014, we’ve been helping customers like you achieve their financial goals by harnessing the skills of our investment experts through our actively managed portfolio service. That’s why more than 64,000 investors have chosen WealthSelect for their journey. Available exclusively through Quilter, we’re pleased to have consistently won awards for our market-leading, gold-rated service that puts customers and their advisers first. At Quilter, we believe in pioneering investment services. That’s why we recently made significant improvements in WealthSelect to deliver an even better service, more choice, and more opportunity to invest responsibly. A safe pair of hands for your investments Timely and transparent communication When you invest through WealthSelect, you can enjoy: A portfolio that meets your personal needs

Quilter 3 We are excited to be able to offer you even more choice of where you invest and allow you to be confident that we can deliver what you expect. Stuart Clark Portfolio Manager, CFA

4 WealthSelect Managed Portfolio Service Giving you a safe pair of hands for your investments At the core of our WealthSelect portfolios sits our dedicated, experienced team of investment experts. Led by our Portfolio Manager Stuart Clark, the team is currently trusted to manage over £9.6bn of customer assets (as at 31 December 2021). When you invest with us, you can rest assured that we: Carefully craft your portfolio, ensuring you have the right split of funds across a variety of asset classes to achieve the correct balance of risk and reward. Actively choose the funds to buy and sell and decide when to make changes on your behalf, taking care of all the hard work for you. Constantly monitor your WealthSelect portfolio to make sure they meet the objectives we set to help you achieve your financial goals.

Quilter 5 Giving you a portfolio that meets your personal needs To help you grow your wealth, our expert team work closely with your financial adviser. This ensures you receive a high-quality portfolio that meets your individual needs. WealthSelect gives you: The right balance between portfolio performance and the risk level that’s best for you, from 3 (low) to 10 (high). The flexibility to choose between WealthSelect Managed, Responsible and Sustainable portfolio types, so that your environmental and social preferences are at the heart of your portfolio’s strategy. An investment strategy that suits you with the freedom to select Active, Blend or Passive management of your portfolio, helping you get the best value from our investment expertise. All of our portfolios include responsible investment principles. When we assess our Environmental, Social and Governance (ESG) integration, we do this at portfolio level as well as for underlying asset types. Bethan Dixon ESG Analyst, Quilter Investors

6 WealthSelect Managed Portfolio Service With WealthSelect, you can enjoy regular communication including: Easy-to-read quarterly reports, with key updates from your portfolio manager, Stuart Clark, so you can stay on top of your investments. Tailored additional reports if you invest in one of our WealthSelect Responsible or Sustainable portfolios, so you can see how your portfolio is helping achieve the positive outcomes you want. A simple, convenient online account, giving you instant access to your investment performance and documents anytime, anywhere. Giving you timely and transparent communication We understand how important it is to keep you fully informed along your investment journey.

Quilter 7 Find out more Our team at Quilter is excited to help you begin your personalised investment journey with WealthSelect. We are committed to ensuring every investor and their financial advisor has the support they deserve when investing with us. You can learn more today about the benefits of WealthSelect by visiting our website: platform.quilter.com/wealthselect

SK25731/222-0011 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. The WealthSelect Managed Portfolio Service is provided by Quilter Investment Platform Limited and Quilter Life & Pensions Limited. “Quilter” is the trading name of Quilter Investment Platform Limited (which also provides an Individual Savings Account (ISA), Junior ISA (JISA) and Collective Investment Account (CIA)) and Quilter Life & Pensions Limited (which also provides a Collective Retirement Account (CRA) and Collective Investment Bonds (CIB)). 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.