With the DMT Advisory Service, our team are on hand to offer you investment advice on your portfolio, but the final decision on investments and how your portfolio is structured remains with you. We are pro-active with our approach to your portfolio, and will make recommendations and suggestions based on our understanding of the market, as appropriate, and consistent with your investment objectives.
We welcome our advisory clients to meet their individual investment manager for an annual review of their portfolio, where we can discuss all aspects of portfolio management, including capital gains tax, ISAs, and SIPPs. Alternatively you can have your portfolio reviewed by one of our in-house analysts, with their report provided direct to you through the post or over e-mail.
We recommend that advisory clients use our safe custody service, whereby you will receive your own designated account, with stocks being registered in the name of JIM Nominees Limited. This service ensures that you remain the beneficial owner of your investments at all times, and receive any dividends and notification of corporate actions declared by an investee company, whilst ensuring that there is no paperwork required to settle any transactions. There are no annual fees or inactivity fees for the DMT Advisory Service.