Managed Stockbroking Service

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
Key Features Document
DPM Application
MSS Application Form
Transfer Form Contact us for In Specie Transfer
ID Verification Form
Factsheets: Lower Risk (Income)
Factsheets: Lower Than Medium Risk
Factsheets: Medium Risk
Factsheets: Higher Than Medium Risk