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A Comparison of Our Services
Use this table to compare the features that we offer within our services. This will help you to make an informed decision about the service that is likely to suit you best.
| Discretionary Management | Advisory Managed | Advisory Dealing | Execution-only | |
|---|---|---|---|---|
| Management of your portfolio by your personal Investment Manager, taking investment decisions on your behalf within guidelines agreed with you. | Y | - | - | - |
| Management of your portfolio by your personal Investment Manager, recommending investment decisions for your approval, within guidelines agreed with you. | - | Y | - | - |
| Telephone and written investment advice from your Investment Manager/Stockbroker (as and when required) on individual investments. | Y | Y | a | - |
| Responsibility for the ongoing suitability of your investments within the agreed guidelines. | Y | Y | - | - |
| A valuation of your portfolio at least every six months, plus a written review. | Y | a | a | - |
| A regular valuation of your portfolio, plus a written review, at frequencies to be agreed with your broker. | - | Y | a | - |
| Face-to-face meetings with your Investment Manager/Stockbroker. | Y | Y | a | - |
| Access to our in-house financial planning advisers. | Y | Y | b | b |
| Guidance on capital gains tax planning. | Y | Y | b | b |
| “Stock Market Bulletin”, our regular newsletter for clients, on request. | Y | Y | Y | - |
| "Traders Bulletin" - Technical analysis provides investors with an alternative view of the financial markets. Published daily. | Y | Y | b | b |
| Online access to view your portfolio (if held in nominees or CREST Personal Membership). | Y | Y | Y | Y |
| Use of our nominee account for UK stocks and shares which includes: • Collection and processing of UK dividends • A full Securities Report for the tax year-end including: statements of cash and stock movements, a Consolidated Tax Certificate detailing the dividends received for stocks held in our nominee company, and interest received on any cash we have placed on deposit for you • Efficient settlement of sales and purchases. | Y | Y | b | b |
| CREST Personal Membership, which includes: • A full securities report for the tax year-end including statements of cash and stock movements • Efficient settlement of sales and purchases. | Y | Y | b | b |
| Custody for overseas stocks and shares. | b | b | b | b |
Y = Included within management fee
a = Available by arrangement
b = Available at a separate charge
– = Not applicable to the service