Managed Stockbroking Service | Balkerne Asset Management

Min/Max Investment	£50k/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?	5 available strategies/risk levels, buy/sell contract notes with decision rationale, daily price monitoring, half yearly 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 - MFS & ISA portfolios can complement.
	Access to Balkerne Asset Management investment team.
Terms & Conditions	View PDF Document
Key Features Document	View PDF Document
DPM Application	View PDF Document
MSS Application Form	View PDF Document
Transfer Form	Contact us for In Specie Transfer
ID Verification Form	View PDF Document
Factsheets: Lower Risk (Income)	INCOME (Lower Risk)
Factsheets: Lower Than Medium Risk	UK Mixed (Lower than medium risk)
Factsheets: Medium Risk	UK & Diversified (Medium risk) UK Stockmarket (Medium risk)
Factsheets: Higher Than Medium Risk	UK & International (Higher than medium risk)