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This product is designed for those who
wish to retain control over investment decisions, whilst
being kept informed of market trends, movements in
particular stocks and the latest research.
Our Advisory Portfolio Management has been designed
especially for the client who wishes to have an active
involvement in investment matters.
We help you to define your investment objectives, taking
into account your complete financial background and we
work closely with you, providing advice on all investment
matters. Our advice on your investments is based on quality
research and the skills, knowledge and experience of teams
of professional stockbrokers. We can monitor your portfolios
using the latest technology to ensure that your objectives
are met.
We will provide portfolio valuations every 6 months and
produce a comprehensive investment report at the end of
each tax year which will consist of the following :
• Detailed valuation of assets
• Market Commentary
• Schedules of transactions and capital events
• Statements for all accounts
• Schedule of dividends and interest
• Composite tax certificate incorporating both dividend
income and interest received
• Capital Gains tax computation
The average returns from advisory portfolio products are
19.38% per annum.
Minimum investment required for this product is USD 10,000

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