Client Tools
Our range of ongoing service offerings includes an integrated Client Administration Service. This is a comprehensive investment solution that offers:
- Access to a wide range of wholesale and retail managed investment funds or direct shares.
- Access to specifically engineered funds that are only available to Shadforth Financial Group clients and enable clients to benefit from economies of scale and advanced portfolio management techniques.
- Regular rebalancing of client portfolios and the ability to switch investments at any time for a nominal fee. This enables clients, in collaboration with their adviser, to adjust investment portfolios as economic and personal circumstances change.
- Simplified record keeping and consolidated tax reporting. This includes personalised 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.
To find out more about our Client Administration Service, please contact us
