What information does the client receive on their portfolio?
Details of all client portfolio securities are entered on our PraemiumPortfolio Management software system and comprehensive quarterly reports are forwarded to clients at the end of March, June, September & December. Updates are available at other times on request at no additional cost.
These reports cover the following areas:-
Portfolio Valuation
Transaction Summary
Cash Management Trust Account Summary
Income Received, including Imputation Credits
Clients can also view their portfolio at all hours via Acumen’s secure website.
The service is totally discreet. However copies of reports, or extracts, can be forwarded to third parties – e.g. a client’s Accountant - at the client’s request.
All shares purchased are registered in the client’s name care of their existing address and all income and sale proceeds are paid to that name.
Contract notes for all transactions are forwarded by the stockbroker to the client’s registered address. A duplicate is sent to Acumen for record keeping purposes.
