Frequently Asked Questions
How safe is my money?
In terms of the financial strength of the Company and its independent
custodian and administrator, rest assured, your investments are
incredibly safe.
All securities purchased and held within clients’ Discretionary
Managed Portfolios, PEPs and ISAs are registered in the nominee
name of our administrator, BNP administers assets in excess of £300 Billion (as at 30 June 2006).
Our administrator is owned by BNP Paribas Securities Services which
is a subsidiary of BNP Paribas, the largest eurozone bank and a
leading financial services group which is present in eighty-six
countries with more than 85,000 employees, including 65,000 in Europe.
Also, the Financial Services’ Compensation Scheme applies which
offers investor protection against financial loss caused by a firm’s
insolvency.
How often can I take income from my portfolio?
The income generated by your portfolio can be
paid on a quarterly basis. Alternatively, a regular monthly sum
can be paid.
For how long should I invest?
Whilst there is no minimum investment period,
you should view this portfolio service as a medium to sensible term
investment .
(please note early withdrawal penalties apply
for the first four years but we do not charge initial commission
in any case).
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