PORTFOLIO ADMINISTRATION
Our Process & Service Offerings
Each client’s portfolio is stored and administered on a secure centralised system.
A personal portfolio administrator is appointed to each client.
Administration Services
Portfolio administration
Implementation of new products
Maturities instruction on existing products
Switching between funds and administrators
Change of personal information when required
Tracking of all portfolio activities
Storage of Financial Needs Analysis documents
Personal Consulting
Consultation is conducted by an appointed FSB approved Financial Advisor. Each advisor, with their administrator, will attend to a limited number of clients. Clients can select the number of consultations required per year as part of the service agreement.
The set agenda we follow…
Portfolio administration
Implementation of new products
Maturities instruction on existing products
Switching between funds and administrators
Change of personal information when required
Tracking of all portfolio activities
Storage of Financial Needs Analysis documents
Will and Estate Planning
We offer comprehensive estate planning and support. This includes an estate analysis and the drafting of an executable will. We also offer free storage of wills as part of our holistic approach to financial planning. Adfinity also offer the structuring of trusts and maintenance thereof.
Personal Risk Management
As part of our portfolio management function, we offer a full Personal Risk Assessment.
Special attention is given to the following area
Portfolio administration
Implementation of new products
Maturities instruction on existing products
Switching between funds and administrators
Change of personal information when required
Tracking of all portfolio activities
Storage of Financial Needs Analysis documents
Investments & Savings Strategies
We help clearly identify investment goals and work towards a personalised investment strategy for the client and offer an in-depth due diligence on all product administrators and underlying Fund Managers.
Investment and saving goals include:
Education
Home
Vehicle
Vacation
Long-term savings
Retirement Planning
Special focus is placed on setting realistic and sustainable retirement goals and we actively manage solutions to optimise the client’s retirement lifestyle.
The following aspects are addressed:
Investment Strategy to beat inflation
Post Retirement Cash Flows
Sustainable Solutions for the family
Personal Tax Planning and Administration
In order to maximise the tax benefits of income and investment portfolios, we offer an integrated personal tax service, which includes:
Scanning and storing of all documents at our offices
Submitting tax returns via E-filing
Handling of all queries in relation to the tax return on behalf of the client
Offering personalised tax-efficient planning strategies
Tax consulting