| Change Details | |
|---|---|
| Title | Valu-Trac Investment Management Limited (AJ Bell) |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 17 November 2025 |
| Change Details | Authorised Corporate Director (ACD) Change |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Valu-Trac Investment Management Limited (AJ Bell) |
| Type of change | Authorised Corporate Director (ACD) Change |
| Date effective from | 17 November 2025 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current ACD | Valu-Trac Investment Management Limited |
| New ACD | Carne Global Fund Managers (UK) Limited |
| Current fund names | VT AJ Bell Adventurous VT AJ Bell Balanced VT AJ Bell Cautious VT AJ Bell Global Growth VT AJ Bell Income & Growth VT AJ Bell Income VT AJ Bell Moderately Adventurous VT AJ Bell Moderately Cautious VT AJ Bell Responsible Screened Growth |
| New fund names | CG AJ Bell Adventurous CG AJ Bell Balanced CG AJ Bell Cautious CG AJ Bell Global Growth CG AJ Bell Income & Growth CG AJ Bell Income CG AJ Bell Moderately Adventurous CG AJ Bell Moderately Cautious CG AJ Bell Responsible Screened Growth |