| Min/Max Investment |
£50k/no maximum. |
| Balkerne Asset Management Initial Charge |
£NIL |
| Balkerne Asset Management Annual Management Charge |
0.75% + VAT, (exc dealing costs). |
| Adviser remuneration fee |
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 |
|
