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Clients have taught us the three most important things when it comes to a portfolio service:

First make life easy for investors. This means taking care of all the paperwork and recordkeeping that investors are burdened with. It also means making life easy at tax time by providing a detailed tax report which can be given straight to the accountant. It means providing an easy to use online portfolio reporting service so clients are always fully aware of the performance of their investments as well as quarterly reports by mail because sometimes its nice to receive something in the letterbox.

Second, maximise their after-tax returns. This means using sophisticated tax optimisation technology to ensure that the optimum parcel selection method is used when disposing of shares and the most advantageous accounting methodology used when calculating capital gains. It also means ensuring clients generate the maximum value out of losses when investments underperform.

Third is to provide accurate and up to date information so both clients and their advisers can make more informed investment decisions. For our clients this means accessing up to date information on the value of their portfolio, unrealised capital gains position and realised gains positions so they never enter a transaction without first knowing the potential tax consequences. It means giving our clients the ability to login to our secure website from anywhere at any time to view their account information.

Click here to learn more on how the Allegiance Portfolio service can make your life easier.
 

Make Life Easy

Maximise After-tax Returns

Make Better Decisions