service details
Clients receive an updated portfolio statement on a quarterly basis, but more often if this is desired. The investment valuation is derived from an in-house software designed over the course of many years to give the highest functionality and valuable information. The valuation shows the annual performance for the year as well as a history for at least up to another five years. The total portfolio value is classified in terms of sector, degree of risk, currency exposure and counterparty risk.
Weaknesses in the portfolio or recommendations are also advised in writing to clients from time to time.
At the end of year, clients also receive all information to assist them in their tax reporting of their income and capital gains.