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Discretionary Portfolio Management is suitable for clients wishing to delegate decision-making on investment matters to a team of dedicated professional advisers, with Security Swaps taking full responsibility for all investment and administration matters.
The features of this service include:
- Discretionary management within an agreed framework
- A dedicated Client Executive
- Regular monitoring of investments
- Regular valuations and reports
- Access to in-house, Nigeria and International research
- Interest bearing facility on funds awaiting investment
- Regular income payments to your bank (if required)
- Nominee service