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Portfolio Management - Specialised

THE BENEFITS OF DISCOUNTS & SPECIALIST ADMINISTRATION SERVICES

DISCOUNTS

Benefit from the purchasing power of major institutions

Due to the purchasing power of the institution, investment funds can usually be bought at a significant discount from the normal market purchase price. In many cases this all but removes the spread an investor would otherwise pay to get into a fund. This means more of your money is working for you from day one and more shares/units are purchased. It also ensures that you are able to enter and exit funds rapidly. This is vital for some higher risk/reward funds where, in an ever faster paced world, price movements can be dramatic.

When stocks are purchased the fees paid to the stockbrokers will be at institutional rates. In fact in every area from currency conversion to bank rates, mutual funds to stockbrokers, the investor profits from the purchasing power of the institution.

SPECIALIST ADMINISTRATION SERVICES

Leave the headaches behind

All of the administrative back-up is handled by a dedicated professional team within the institution. Existing investors will be fully aware of the headaches attached to administering a portfolio in a world that endlessly creates more paper and more bureaucracy.

By using the administration service attached to the portfolio bond you will avoid :

Paperwork which usually arises from security transactions
Anxiety regarding cash settlement for the purchase or sale of securities
Involvement in the delivery of share certificates
Complications in chasing and collecting dividends
Difficulties concerning the reinvestment of income
Worries over dealing with rights or bonus issues of shares
Complexity of currency conversion

You receive a regular quarterly valuation showing all transactions, purchases, sales etc. If you make use of our free client zone service then you can have current valuations at anytime. Your only concern is where to invest, and even that can be arranged if you wish.

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