The Portfolio Administration Service looks to provide the infrastructure to keep you informed, reduce your administration and empower you to make informed decisions.
Some of the key aspects of this service include:
Central Mail House and Administration – all correspondence in relation to your portfolio is directed to Euroz Hartleys who will then record, manage and correspondence on your behalf.
Reporting / Online Access 24/7 online access – enables you to keep abreast of your portfolio and analyse current performance, tax position and asset allocation allowing you and your adviser to make informed decisions. The client online site is also a powerful source of information where you can access financial market news and research and Investment Reports.
Banking – You can contact Euroz Hartleys to arrange for the payment of regular or ad-hoc accounts. This allows you to simply send invoices to us with instructions to pay and they will be processed on your behalf and accurately reported on within your portfolio