MANAGED STOCKBROKING SERVICE (MSS)

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MINIMUM

The minimum investment is £50,000 with no initial charge for either new money or when transferring an existing portfolio into the service.

RISK

The level of risk which each client feels comfortable with is agreed at outset. In general, one of three main investment strategies based on risk is usually required e.g.

  • a. Lower than medium
  • b. Medium
  • c. Higher than medium

Lower, higher and high risk portfolios are also managed as well as portfolios for The Public Guardianship Office (PGO).

INCOME

The income from dividends and interest can be taken quarterly or reinvested for growth.

REPORTING

Valuations are issued as at 5th January, April, July and October each year along with a complete annual summary and a consolidated tax certificate which is issued at the end of each tax year.