Thursday, February 23, 2012
   
Text Size

Site Search powered by Ajax

Platinum

5729Full Service – Advisory, Execution, Reporting and Customised Research

If you wish to have your investments managed in the most highly informed manner that allows you to stay ahead of the game but with the time to enjoy the finer aspects of life without the hassles of administration then this service is for you. The offer includes:

  • Coppin & Partners Portfolio Services
  • Full execution and administration support
  • Highly competitive brokerage and service rates
  • Weekly Conference Calls / Daily Market updates
  • Special events and strategy calls
  • Personal Quarterly Portfolio reviews
  • Daily Morning and Media report
  • Weekly Strategy Documents
  • Full On-line access
  • Full Tax reporting