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Comparing our investment services

 

Below you will find a comparison table of our services. There are also some important pages for you to read regarding Custody of Your Investments and Security of Your Investments - both of these sections set out how Charles Stanley holds and ensures the security of client assets and monies. We hope that they offer reassurance to clients looking to invest with Charles Stanley.

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

Personal Portfolio Service

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

-

-

-

Investment advice from your Investment Manager/Adviser on investments, as and when required.

Y

Y

a

-

-

Investment advice from our dedicated PPS Advice Desk on the suitability of Charles Stanley investment funds, annually and on request.

-

-

-

Y

-

A suitability report, outlining the advice given.

-

Y

Y

Y

-

Responsibility for the ongoing suitability of your investments within the agreed guidelines.

Y

Y

-

-

-

Responsibility for the management of investments within any Charles Stanley investment funds that you hold.

Y

Y

Y

Y

Y

A valuation of your portfolio at least every three months.

Y

Y

Y

Y

Y

Face-to-face meetings with your Investment Manager/Adviser.

Y

Y

a

a

-

Buying and selling investments.

Y

Y

Y

-

Y

Guidance on capital gains tax planning.

Y

Y

b

b

b

“InFocus”, our quarterly magazine for clients, on request.

Y

Y

Y

-

Y

Online access to view your portfolio (if held in nominees or CREST Personal Membership).

Y

Y

Y

Y

Y

Contract notes, statements and valuations available in a choice of email or hard copy format.

Y

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 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

Y

Y

Y

CREST Personal Membership, which includes:
• A full securities report for the tax year-end including statements of stock movements
• Efficient settlement of sales and purchases.

b

b

b

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