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Other JR Services

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Portfolio Management Service

Our core service for private clients is our Portfolio Management Service. This service comprises:

• Operating a bank account for the portfolio/s - receiving all contributions, sales proceeds, dividends, interest, distributions, etc and paying all purchases, transactions costs, taxes and fees, pensions etc. and undertaking regular reconciliations of the bank account
• Administration of the portfolio as the registered address for all investments and provision of safe custody of all investment holdings and records
• Accurate recording of all transactions (including tax impacts) in easy to follow reporting formats designed to meet both investor and accounting needs
• Comprehensive quarterly reporting - portfolio valuation, portfolio income and expense, portfolio purchases and sales, portfolio performance, asset allocation and full bank statements
• Read-only Internet access to monitor the portfolio/s
• Quarterly economic and financial markets commentary and outlook
• Quarterly reviews of the investment strategy to determine its continued relevance and appropriateness given changing circumstances
• Quarterly analysis of the portfolio against benchmarks as well as analysis of each individual investment held
• Priority allocations in new issues, floats and placements
• Pro-active advice on all corporate actions - mergers and acquisitions, capital reconstructions, buybacks, rights issues, entitlements, etc
• Pro-active advice between reports identifying investment opportunities and risks that may arise
• Unlimited access to advisors, together with regular meetings to facilitate the above in a disciplined fashion

You should note that the Portfolio Management Service is a non-discretionary service. We will never undertake any investment transaction or make any monetary transfer from a bank account without your prior authorisation.

You should also note that your portfolio/s will be totally portable should you wish to end your relationship with us. All investments are registered in your name/s.