How do I establish an investment portfolio with Harper Bernays?
Firstly, our investment team would like to meet with you to discuss your investment objectives and better understand your financial circumstances and risk profile. You will be required to provide personal details (such as your tax file number) and nominate your preferred fee structure and Custodian. Once you have signed a management agreement, we will establish your individual portfolio with either cash and/or the existing share portfolio you provide to your Custodians. We can then commence making investments on your behalf, as and when investment opportunities arise.
Related Questions
- How should an investor choose his/her investment portfolio from among so many types of products equity oriented, debt oriented, balanced fund, ULIPs, pension plan and child plans?
- Is it still relevant to split an Adult’s investment portfolio into Wider and Narrower range?
- Where does TATA Motors fit in an investment portfolio?
