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