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Do you understand your investments?

Take this quick test. Its confidential and nothing is submitted over the Internet.
Check all of the following that apply to your investments (sorry, the test is not automated in this plain text page. Click here for the fully automated test):

Are you still in regular contact with the Advisers?
Are you happy with the service they provide?
Is the information and service you receive adequate?
Do your advisers provide on-line current valuations of your investments and assets?
Do your advisers provide on-line independent investment information and comment?
Is, or was, you investment profile correct?
Does your risk profile match your investments?
Are the charges fair and suitable for your risk profile?
Do you understand the products that you have purchased?
Do you understand how to maximize their effectiveness?
Are the products and your assets held in the correct manner?
Was the use of a trust, or company facility, ever discussed?
Was life assurance or family benefits ever discussed?
Was your existing retirement planning discussed or reviewed?
If something happens to you will your spouse and/or dependents know where
and how to claim the proceeds?
Are you absolutely certain your dependents will get what you planned to leave them?
If your children are minors or recently at the age of majority, would you be happy
leaving them with large sums of money under their control without your supervision?
Have you spoken with your advisers with the last twelve months?
Have you had a meeting with your advisers in the last twelve months?
Would you be comfortable recommending your current advisers to a friend?

Score 1 point for each answer that you checked.

If you scored zero you should see a doctor or a lawyer. Then contact us.

If you scored full marks, we're impressed. Please let us know the name of your advisers.

Otherwise, don't despair. Contact SJIC right away and we can help.

SJIC recognise a void exists within the international financial services market, unfortunately often created by both advisers and providers. Many investors have suffered isolation and sometimes, sadly, forgotten altogether.

SJIC has a principle which is adhered to stringently. When you become a client of SJIC we work together with you to realise a continuous two way relationship. We expect to be your advisers throughout your lifetime and also your dependents and heirs.

We not only hear feedback from our clients, we listen. This builds a much deeper profile, enabling us to understand your requirements, thus providing the foundation to create a financial programme to accomplish your targets. However, we don't take up residence with you! Although we maintain regular contact, in return we expect to hear from you if your circumstances or targets change. It must be a combined effort if objectives are to be achieved. It doesn't matter that wherever in the world you, or we might be, with present day communication technology there is little to no excuse for not keeping in touch.

If you would like a free non-committal discussion on how SJIC's services may benefit you then please go to Information & Enquiries.

Alternatively, and without obligation, if you wish to provide us with a telephone number, we can call you and discuss your points of interest 'live!'

Read on to see what our portfolio management services can do for your savings and investments.

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