Reporting
In terms of general reporting, we will undertake to provide the following:
- Details of all trades carried out on your portfolio
- Quarterly or half yearly valuations
- Half yearly custody reports
- Consolidated tax vouchers to assist in your income tax returns
The key to any good relationship is one built on trust and commitment. Developing long term relations with our clients is at the core of our business. We will contact you as frequently as you wish to discuss any aspects relating either to your portfolio or to general investment markets, offering our views and opinions.
