Investment Reviews

A portfolio requires regular review in order to ensure that it continues to meet the investor’s needs. The review process should address:  

• How your needs may have changed

• The economic environment

• Investment sector performance

• Your taxation position

• Social security issues

• Investments available

• Taxation position of Investments

• Fund manager and investment performance

All these factors are subject to change and these changes may have significant impact on the suitability of your investment portfolio.

We provide the option, through our portfolio service, of ongoing reporting and advisory services. This will enable you to review your financial strategy regularly and to change your portfolio as required.

The portfolio service issues you with comprehensive quarterly investment reports. These reports will help you and us review your investment portfolio and effect any required changes. An annual taxation report provides a summary of matters which should be included in your taxation return.