hile this meeting is the most important part, there is, as always, a certain amount of reporting required should you decide to become a client. Naturally we will guide you through this process at the appropriate time, but in essence there are four bits of paper to deal with:

• The Investment Management Agreement
• The Client Information Form
• A Photocopy of your Passport
• A Utility Bill

To view our Table of Fees please click here.

The Transfer

If you are starting a new portfolio and are planning to send cash, then this is very straightforward, and can be done electronically, or in the form of a cheque. We will advise you on the details at the appropriate time.

If you have an existing portfolio, the actual transfer of your portfolio from another manager (which may or may not include PEPs and ISAs) is a straightforward operation. Again, we will advise you on the details at the appropriate time.

Once we have received the securities and cash, we will send you an 'Initial Valuation', and thereafter, the detailed reports on a quarterly basis referred to in the "Reporting" section.