| Min/Max Investment |
£500k/no maximum. |
| BAM Initial Charge |
£Nil. |
| BAM Annual Management Charge |
0.75% + VAT, (exc dealing costs). |
| Commission terms |
As agreed with your client. |
| What is it? |
A traditional portfolio of stocks & shares, actively-managed on a discretionary basis. |
| Why is it different? |
Makes a traditional stockbroking service accessible to the 'ordinary' investor. 'Old-fashioned' service levels, active management, growth or income, buy/sell explanations. |
| What's better about it? |
Bespoke service tailored to the clients' requirements, buy/sell contract notes with decision rationale, daily price monitoring, quarterly and ad hoc reporting, copies to adviser. |
| Why would my clients want it? |
Traditional full stockbroking service, active management, growth or income, buy/sell explanations. |
| What other benefits are there? |
Individual portfolios reviewed monthly, and as required. |
|
Core investment - may contain MSS and ISA portfolio(s). |
|
Access to Balkerne Asset Management investment team. |
| DPM Application |
|
| BPS Application Form |
Contact us for BPS Application Form
|
| Key Features/Terms & Conditions |
Contact us for BPS Literature
|
