TrinityBridge vs SJP

• Monitor portfolio performance • Review account activity and transactions • Analyse your investments • Read documents and notifications • 24/7 access For existing TrinityBridge clients only. To find out more about becoming a client, visit www.trinitybridge.com/get-in-touch. ----------- We are one of the UK’s largest and longest-established providers of financial advice and investment management. In the complex world of money and investing, we provide clarity and clear direction. Professionals, business owners, individuals and families rely on our high-quality financial advice and investment services to preserve and grow their long-term savings and investments. Financial advisers, trustees, consultants and charities trust our proven multi-asset investment management expertise to manage funds on their behalf. Investments can fall as well as rise so you could get back less than you invest.

The SJP app, a simple, safe, and convenient way to keep track of your investments. As a client of SJP you can benefit from easy access to the following great features: - Simple sign-up process - Biometric sign in - Get current values on your investments including encashment values - See deposits and withdrawals - Track how your pension, ISAs, bonds and more are performing - See more detail with fund breakdowns - Get invaluable information from our experts in the insights section - Read the latest correspondence from us in your personal document library By installing this app, you are agreeing to SJP’s Privacy and Cookies Policy. For more information about how SJP processes your personal data please see SJP’s Privacy and Cookies Policy at https://www.sjp.co.uk/privacy-policy. About St. James’s Place. SJP offers clear financial advice and knowledge to create confidence. We’re here to help you and your money go further ¬– and do better. With us to guide you, you can create a future, and a world, that you believe in. (Please see our website for full terms and conditions. T&Cs apply.) St. James’s Place Wealth Management plc is authorised and regulated by the Financial Conduct Authority. Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, GL7 1FP. Registered in England No. 04113955