Investment portfolio service
The Cotton Tree Financial Services Investment Portfolio Service is an online portfolio management service designed to record your investment information and to accurately monitor your portfolio and stock performance. Regular reports are generated to inform you and your advisor on the current position of your investment portfolio. Clients who use our service benefit from ‘state of the art’ professional portfolio management.
Benefits
Our Investment Portfolio Service has a range of benefits including:
- Accurate and professional record keeping
- Proactive Capital Gains Tax Management
- Up to date information with the Investment Portfolio Service revaluated on a daily basis
- Quarterly reports are produced and recommendations provided based on the performance of your portfolio
- You have access to monitor your portfolio details online from any location at any time
- Takes the paperwork out of managing your investment portfolio
- The latest security techniques are employed to protect your data
- Competitive annual fee per portfolio
How our investment portfolio service works
The Cotton Tree Financial Services Investment Portfolio Service transcends traditional platforms with superior tax and investment reporting features and management functionality. The service allows advisers and clients to log-on and view portfolio details at any time for all types of portfolio structures including:
- Individual
- Joint/partnership
- Superannuation
- Company
- Trust
Under our Investment Portfolio Service we perform the following:
- Collect and record all dividends and income distributions
- Transactions are updated and corporate actions are systematically evaluated
- Produce quarterly reports and recommendations based on portfolio performance
- Annual reports are provided to you for the preparation of tax returns
- Offer advice on all related investments
Portfolio reports
As part of our service, you will receive Quarterly Reports that will keep you updated on how your portfolio is performing. You can request these reports at any time. The reports you receive will include the following information:
- Portfolio Valuation
- Portfolio Performance
- Realised Capital Gains Tax
- Taxable Income
- Transactions
Online access
You can view your portfolio information online at any time. Once you sign up to this service, we will issue you with a User ID and Password which will give you access to login from any computer through our website
Our fee
It is our belief that the value of the benefits easily exceeds the cost of the service. Our fee structure is based upon time taken to prepare your reports and manage your portfolio. Our fee per annum is significantly less than you would expect to pay for a traditional wrap or master trust platform.
Joining our service
With the range of benefits of The Cotton Tree Financial Services Investment Portfolio Service, including regular reports and online access for clients, we believe you should consider our service for superior portfolio management. We will work with you to establish your specific investment requirements and once determined, we can then build a portfolio around your specific objectives. If you would like to profit from our Investment Portfolio Service, please contact us and we can arrange this for you.