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Family contract:
Gold
75% Coverage
Balance Contract
No: 005677899
Deadline: 2023/12
Address: 33 Stream Close, Reading, RG23 9HX
Entitled members:
Portfolio Value: £754,568
Monthly Performance -0.45%
YTD 9%
Customer Goals
1M before aged 65
60% long term growth
15% Emerging markets
15% Ethical investment
10% Medium risk
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