Client Administration Service

Managing your investment portfolio

Our Client Administration Service is a comprehensive investment solution that offers access to a wide range of wholesale and retail managed funds or direct shares that can be selected to suit your individual needs and objectives.

We will provide you with regular portfolio reviews, reports and updates as well as proactive recommendations about your investments. With simplified record keeping and consolidated tax reporting, you will receive easy to understand reports about all your investments held within the service. This includes portfolio valuations, income and taxation statements.

The Client Administration Service reduces the complexity of managing your investment portfolio by providing a flexible and simple administration solution.