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This service is for clients who wish to make their own
investment decisions with or without advice. BAM provides all of the support
facilities necessary to administer a modern investment portfolio. However,
unlike BAM’s Discretionary Service, instructions are given by the client
before any action is taken.
The Service
• Appropriate
investment advice as required
• Six
monthly valuations
• Nominee
and safe custody service through
a third party custodian
• Dividend
collection through a third party
custodian
• Interest
bearing Capital and Income Accounts through a third party custodian
• Fixed
Term Accounts through a third
party custodian
• £/$/Dm/Euro
Accounts through a third party
custodian
• Flexible
income payments to clients bank or Building Society as required
• Tax
‘package’ through a third party
custodian,
comprising
- Detailed financial year-end
summary
- Capital gains statement and
indexation
- Consolidated tax voucher
•
Regular
Newsletter
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