Private Clients - Managed Advisory Dealing
We offer this service to clients who wish us to advise them on their portfolio but who make the final investment decision themselves.
We provide you with:
-
advice on investment decisions
-
personal attention to queries
-
half-yearly valuations and reports if required
-
regular transfers of income to your bank (if required)
-
an interest bearing account for un-invested cash
-
a nominee and custody service
-
an annual consolidated tax voucher
-
a comprehensive dealing service
-
a contract note in respect of each transaction
Charges
We charge for Advisory Portfolio Management by way of an annual management fee and commissions on transactions.