Service Level 2
(Items in blue are different to Service Level 1)
This is our intermediate service level offering generic investment solutions based on a broad evaluation of your risk profile and tolerance of loss. You will benefit from professional investment research. We will deal with all day to day administration. We will be your point of contact for all investment and financial planning queries. You can contact us at any time for advice and you will receive a prompt and courteous response. This is a fully inclusive service with no additional charges.
Dedicated Adviser and support team - Direct contact with named individuals. No telephone menus. No call centres. Telephone, e‐mail and face‐to‐face support.
Administration - Account opening and closure. Processing of all trades. Regular or ad hoc payments of income and/or capital. All routine correspondence.
Ongoing financial advice - Review of personal and financial circumstances. Review of objectives and risk profile. Review of investment suitability. Tax planning.
Fund Management - Managed solutions tailored to suit a variety of risk categories. Independent “Whole of Market” investment choice. Consistent investment process supported by a dedicated research team. Annual review of asset allocation and fund selection. Annual valuation and performance analysis. Annual portfolio rebalancing.
Our annual charge for this level of service is 0.50% of the value of assets under management.