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We offer three types of service to
potential investors:
Your account is managed by one of our fund
managers who will identify your requirements
via the completion of a client
questionnaire, and manage the portfolio
accordingly. The minimum investment required
is £25,000 in order to allow economic units
to be purchased while at the same time
giving a measure of diversification. You
will receive a contract note for each trade,
and a valuation on a regular basis in order
that you can track the performance of the
portfolio.
If you are happy to make your own investment
decisions, we offer a personal execution
only service, where we will strive to obtain
the best dealing price for your order at the
time. We are able to deal in all listed UK
Companies including AIM and Full list, as
well as Bonds and most foreign listed
companies.
We provide a comprehensive dealing service
to both UK and Overseas Institutions.
We can offer competitive dealing rates
worldwide.
Handling the increasing amount of paperwork
that companies issue, such as reports,
dividends etc can become very time
consuming, and in particular collecting tax
credits for year end tax returns.
To enable us to concentrate on dealing and
processing your investments more
efficiently, we offer a full personalised
crest account service, where we can hold
your investments in electronic format,
whilst dividends and company information are
sent direct to you, in the same way as if
you received a share certificate.
All investments are held in designated
accounts (to distinguish them from those
held by other clients) and any cash is held
in an individual bank account with the Bank
of Scotland.
Any client using these services will receive
an annual statement detailing those
investments / cash that we hold for them.
ADVISORY
Please note that from 1st January 2013 M D
Barnard & Co Ltd will not offer any
Advisory Services to our Clients. Should you
require independent financial advice please
speak to an Independent Financial Adviser.
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