Accountants
In conjunction with you, we can offer your clients professional investment management services.
The accounting profession has been pretty much excluded from main stream financial services, but not any more!
- Overview |
- Tax |
- Quality |
- Revenue |
- Control |
- Fee Sharing |
- Less Paper |
- Partners |
- Fast
Proactive Client Tax Management
With our investment services, you remain the key person in the client relationship. Through our account opening process, you can direct us to manage the portfolio with tax as a major consideration. In fact, we will send each client (and yourself, if your client agrees) a statement of realised and unrealised capital gains and losses prior to the end of each financial year and seek instructions as to how we might trade the portfolio to the best benefit of the client's tax position. This may involve offsetting tax positions elsewhere in the client's overall investment portfolio. You will also receive a statement of dividend income and corporate actions.
With our investment services, you remain the key person in the client relationship. Through our account opening process, you can direct us to manage the portfolio with tax as a major consideration. In fact, we will send each client (and yourself, if your client agrees) a statement of realised and unrealised capital gains and losses prior to the end of each financial year and seek instructions as to how we might trade the portfolio to the best benefit of the client's tax position. This may involve offsetting tax positions elsewhere in the client's overall investment portfolio. You will also receive a statement of dividend income and corporate actions.
