Ongoing Service

Our Ongoing Service, which can be tailored to your requirements, generally comprises the following elements:

    • An annual meeting to conduct a formal review of your situation.
    • Ongoing access to your adviser throughout the year, to address general queries.
    • Updates on legislative changes that may impact your strategies and investments.
    • Communications to help you keep abreast of current economic issues.
    • Periodic reports about your investment portfolio.
    • Ongoing portfolio adjustments, as and when required.
    • Access to select investments not available to retail investors and the potential to save on costs with wholesale pricing on certain investments.

The Service Agreement we put in place for you will clearly outline what you can expect from us, and when you can expect it.