Border Asset Management Ltd.

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 BORDER ♦ ASSET ♦ MANAGEMENT

Authorised and regulated by
the Financial Services Authority
     OUR SERVICES - Administration

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We provide a comprehensive range of formal reports as well as 'one-off' statements on request. Other advisers can be copied in on all or some of these reports as required.

Regular reports include:

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 Regular valuations and individual written reviews

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 Bank statements – capital and income

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 Trading statements

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 Consolidated bargain reports (or individual Contract Notes)

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 Comprehensive annual income and capital gains tax accounting package

Cash is normally wired on the same day, generally at no cost.

Our bankers, with whom clients also lodge their assets, are Adam & Company, the wholly owned private bank subsidiary of the Royal Bank of Scotland. Adam’s full range of private banking services are available to clients of BAM.
 

Border Asset Management Ltd. Bank House, 55 Main Street, Kirkby Lonsdale, Cumbria, LA6 2AH    Tel: 015242 72941      
High Point House, 7 Victoria Avenue, Harrogate, North Yorkshire, HG1 1EQ     Tel: 01423 701800      

Email: Info @ borderam .com       Copyright © 2008 Border Asset Management Ltd. All Rights Reserved.