KMG’s Investment Service for Trustees

KMG’s advisory service for trustees fulfils the requirements of the legal framework of the Trustee Act 2000.  We offer STEP qualified and specialist investment advice to ensure trustees satisfy their duties to:

• Obtain Proper Independent Advice

We are Independent Financial Advisers, meaning that we can advise on products from across the whole of the market and offer our clients flexible options for paying fees.

Our advisers meet the qualification requirements set by the Financial Services Authority and possess a depth of practical experience in advising personal and trustee clients.

• Ensure the suitability of Investment Assets

• Ensure that Assets are diversified 

Diversification is a fundamental principle of managing risk as well as opportunity for return.  We recommend the asset allocation of investments across assets classes, sectors and geographically.  We actively monitor the correlation of these assets in the portfolios. 

We can access pooled funds on wrapper platforms, meaning that diversification is achieved cost-effectively and efficiently. 

• Monitor and Review Investments 

Recording the reasons for investment decisions is fundamental.  We agree an Investment Policy Statement with trustees, which forms the basis around which any initial and on-going decisions should be made.  Our regular investment reports detail performance, asset allocation and income over the period and we hold an annual review meeting, as a minimum standard, with trustees to discuss performance and any recommended changes.

  

If you would like more information on KMG’s Investment Service for Trustees, please ask to see our Trustee Investment Service brochure or contact Lucy D’Souza LLB Dip PFS TEP on  01342 840110 or by email: lucy@kmg.co.uk

To read more about KMG’s 6 fundamental steps to investment advice please click here.

 

(Will writing and Probate services are not regulated by the FSA)