| Min/Max Investment |
£4k/£11,280 per tax year |
| 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? |
Unique, tax-efficient portfolio of stocks & shares, actively-managed on a discretionary basis. |
| Why is it different? |
Unique, tax-efficient, but otherwise traditional portfolio of stocks & shares which can be built up over time to provide a pension complement/alternative. |
| What's better about it? |
5 available strategies/risk levels, daily price monitoring, half yearly and ad hoc reporting, copies to adviser. |
| Why would my clients want it? |
A share based portfolio exempt from CGT. Low minimum investment, tax-efficient, active management, growth or income. |
| What other benefits are there? |
Individual portfolios reviewed monthly, and as required. |
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Can complement MSS & MFS portfolios, inc automatic annual transfer/allocation. |
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Access to Balkerne Asset Management investment team. |
| Terms & Conditions |
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| Key Features Document |
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| DPM Application |
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| ISA Application Form |
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| Transfer Form |
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| In Specie Transfer |
Contact us for In Specie Transfer
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| ID Verification Form |
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| Factsheets: Lower Risk (Income) |
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| Factsheets: Lower Than Medium Risk |
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| Factsheets: Medium Risk |
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| Factsheets: Higher Than Medium Risk |
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