SAM Reports
SAM provides full taxation, performance, transactional and portfolio valuation reports.
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Strategic Asset Management - SAM
The Strategic Asset Management service enables your Investment Adviser to work closely with you
whilst managing your investment portfolio. The benefits of this service include:-
- Investments are held in your own name so the ultimate control is yours!
- You relinquish the time-consuming administration associated with managing a direct investment portfolio. All correspondence relating to your portfolio is handled on your behalf and we ensure you are notified of any action required.
- Up to date portfolio information is available on-line 24 hours a day.
- Comprehensive quarterly reports and an annual taxation report are provided, possibly resulting in lower accounting fees.
- Settlement is facilitated automatically via your cash management account.
Full Service Stockbroking
Full service means access to all international markets, our highly specialised research team and personalised serviced
from administration team
Corporate Finance & Advice
With a long track record of bringing emerging companies to market, Carmichael Corporate delivers quality
IPO and placement stock to our clients, with a track record second to none.
Wealth Management
The Strategic Asset Management service enables your Investment Adviser to work closely with you whilst managing your investment portfolio.
International Markets Trading
DJC have strong international broking connections. Primarily these are through one of our major shareholders in WH Ireland Plc.