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We offer three types of service to potential investors:
Your account is managed by one of our fund managers who will identify your requirements via the completion of a client questionnaire, and manage the portfolio accordingly. The minimum investment required is £25,000 in order to allow economic units to be purchased while at the same time giving a measure of diversification. You will receive a contract note for each trade, and a valuation on a regular basis in order that you can track the performance of the portfolio.
If you are happy to make your own investment decisions, we offer a personal execution only service, where we will strive to obtain the best dealing price for your order at the time. We are able to deal in all listed UK Companies including AIM and OFEX, as well as Bonds and most foreign listed companies.
We provide a comprehensive dealing service to both UK and Overseas Institutions.
We can offer competitive dealing rates worldwide.
Handling the increasing amount of paperwork that companies issue, such as reports, dividends etc can become very time consuming, and in particular collecting tax credits for year end tax returns.
To enable us to concentrate on dealing and processing your investments more efficiently, we offer a full personalised crest account service, where we can hold your investments in electronic format, whilst dividends and company information are sent direct to you, in the same way as if you received a share certificate.
All investments are held in designated accounts (to distinguish them from those held by other clients) and any cash is held in an individual bank account with the Bank of Scotland.
Any client using these services will receive an annual statement detailing those investments / cash that we hold for them.
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