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: about    : selecting your portfolio    : portfolio management process
: client services    : fees & administration

Principal Features of the International Investment Account

   Professional management of your Growth, Balanced or Income Portfolio on a discretionary basis.

   Local access to international markets.

   Safe custody of your assets.

   Account located abroad.

   Semi-annual investment strategy updates detailing any necessary adjustments to your portfolio.

   Semi- annual reports providing individual proftolio valuations showing purchases, sales and income from dividends and interest.

   Detailed year end capital gains and income summary.

   High quality service.

   Protection and preservation of your capital.

   Sound investment philosophy and careful asset allocation.

   Value for money.




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