Why Discretionary Fund Management?
- Specialist investment expertise
- Active day-to-day management of your money
- Tailored to your specific objectives
- Complete investment service
Investment expertise
However close an interest you take in your finances, you probably aren’t a professional investor. So when it comes to making sophisticated judgments in unpredictable markets, it makes sense to trust the experts.
Discretionary Fund Management means that our professional investment managers, working in partnership with you and your financial adviser, can provide specialist expertise to help you achieve your goals. Once we have agreed an investment strategy with you, we take all the day-to-day decisions about your investments.
Stay informed
We provide a comprehensive annual report, incorporating a consolidated tax voucher and capital gains tax report, to you and your financial adviser as required. This helps in the preparation of your tax return.
We also provide regular portfolio valuations and commentaries. You can use our Online Portfolio Valuation service at any time to see statements and check the value of your investments.
Efficient management
It’s easy to transfer your existing investments to us. In specie transfers are usually possible, so you can make transfers without encashment, subject to the terms of your existing provider.
We will also preserve the tax-efficient status of existing ISAs and maximise their benefits in current and future tax years, if requested by your financial adviser. We can help you take advantage of tax allowances, including the annual capital gains tax exemption, where appropriate.
We collect all dividends and interest on your behalf. We can arrange for income to be paid regularly into a designated bank account, or we can automatically reinvest any income generated by your portfolio. We also offer a cash management service, whereby we make fixed monthly payments according to projected annual income.
Peace of mind
We are committed to the highest standards of client protection. Client assets are held in our wholly-owned nominee company and are ring-fenced from the PLC group.
Cash balances are syndicated among a number of leading banks to maximise deposit protection under the Financial Services Compensation Scheme. We have market-leading insurance and professional indemnity cover in place to protect client assets.
For more information on how DFM can benefit you, please contact your personal financial adviser.
Further information
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DFM brochure for clients of IFAs
