We are able to provide you with the portfolio management style that suits your preference. Fundamentally these are discretionary or advisory management.
Discretionary management
Your portfolio will be actively managed, and we can change the investments within your portfolio to reflect our current market views. You authorise us to exercise our absolute discretion in the management of your cash and investments with power to enter into any agreement about your account without further reference to you. This service will be provided with due regard to your investment profile and objectives, which we may review with you and adjust where appropriate, from time to time.
Advisory Management
Our recommendations on the sale or purchase of investments will be given to you with due regard to your investment profile and objectives, which we may review with you and adjust where appropriate, from time to time. No transactions in your portfolio will be entered into without your express authorisation. You may issue instructions to us at any time by letter, fax, e-mail or telephone. However, we would reserve the right to discuss these with you before acting upon them.