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Structuring Implementation
Once the investment strategy and asset allocation have been agreed, we then need to consider the account structure that best suits you.
We offer a number of account options and service levels which can facilitate the varying requirements of each client.
1) The Advisory structure requires you to decide on which assets to hold; we advise but ultimately, you decide.
2) The Discretionary structure, is where we clearly agree and document all the "ground rules" and investment parameters in advance. Following that, we simply get on with the job of managing the portfolio. This, of course, does not mean that you cannot have an ongoing input to decisions (of course you can, its your money and we never forget that). However, this structure does ensure that your portfolio continues to be actively managed (in line with the pre-agreed mandate) even though you might be busy, travelling or on holiday.
The discretionary option is also very suitable for inexperienced investors who have neither the confidence nor knowledge to get involved in day to day decision making. An experienced and qualified professional will take responsibility for all of that. We also offer accounts set up solely for trading and for execution purposes with little or no advisory element. Whichever account structure best suits and is chosen by you, we have a refreshing approach to implementation, compliance and regulation that makes account set up quick, easy and relatively pain free.
