Investment advice

[Airborne90]

Hi Guys,

I would just like to ask, what sort of questions is one able to ask the consultants when calling in to Allan Gray? I understand they can't give financial advice, but what advice can they give to assist in making a decision without consulting a financial adviser?

Also, I have an Old Mutual UT, "class R" which isn't open to new business. The funds are Investors and Growth fund. Would it be best to leave this money here, or take it out and move it to another fund manager like Allan Gray or Coronation.

Thanks in advance.

 

[supersunbird]

You are able to ask questions about the products and the processes invest in them, that's about it from what I gather. You have to make a decision yourself, even with a financial advisor.