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Disclosure Statements

 

Our Investment Management Service has at its hub a “wrap” account which consolidates all your investment information in one place.  It is designed to hold, trade and report on your portfolio of investments, and enables us to advise and manage your affairs effectively.  Your portfolio cash account gives you access to four major currencies.  Dividends and interest payments from your investments are collected in the relevant cash accounts.

 

If you are building wealth:

  • Add to your portfolio by direct debit monthly,
  • Deposit lump sums any time.

If you are now enjoying your wealth:

  • Receive a payment from your portfolio each month for living costs,
  • Phone us if you need extra money any time.

We work with you to ensure your portfolio continues to meet your needs by taking into account any change to your circumstances or changes in the economic environment.

We report to you regularly with a current portfolio valuation, investment income, cost values and performance, all transactions and the amount you have contributed.  An end of year tax report shows all interest, dividends, tax withheld, imputation credits and foreign tax credits.

 

If you are already a client you can view your portfolio on line at any time. login here.