Strategic Asset Management - SAM
The Strategic Asset Management service enables your Investment Adviser to work closely with you to help you manage your investment portfolio. The benefits of this service include:
- Investments are held in your own name so the ultimate control is yours!
- You are relieved of 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 online 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.
SAM provides full taxation, performance, transactional and portfolio valuation reports.
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Please click on the booklet above to discover the features of Strategic Asset Management (SAM).