The Advisory Portfolio Management service includes access to a named investment manager, who will work closely with you to provide support and guidance for your investments. However, the decision to invest remains with you at all times and we will only take action with your agreement.
Once your portfolio is established, we will continue to help you monitor your investments. We will also provide you with routine updates, including any recommended changes. Keeping in regular touch ensures our recommendations remain suitable to you, your investment objectives and your financial circumstances.
To facilitate portfolio administration, including dividend processing and dealing with corporate actions, all securities in the Advisory Portfolio Management service will be held in our
nominee and you may elect to receive a regular income from your investments.
Whatever goals and priorities you have for your investments, we are committed to helping you achieve your objectives and to building a lasting relationship with you.
We aim to be transparent about our charges so you will always know what the cost of the service will be. Advisory Portfolio Management charges are comprised of a tiered management fee, a custody charge and dealing commission on each transaction. For the full list of charges relating to this service, please contact us and ask for the Advisory Portfolio Management Schedule of Charges. The below is a summary of the current fee structure.
The management fee and custody charge is calculated on the mid-market value of portfolios monthly in arrears and debited to your capital account with VAT added where applicable.
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definitions, please click on the word or see our
Glossary.
