| Advisor Access | Direct access to your advisory team responsible for day-to-day investment decisions |
| Transaction Updates | Trade confirmations, trade emails and online portfolio access 24/7 |
| Portfolio Administration | Acting as your central mailing house to reduce the bombardment with registry paperwork |
| Central Banking Unit | With the ability to arrange for ad hoc payments as well as establish regular periodic payments on your behalf |
| Strategic Alerts | Email updates of changes in legislation and investment laws |
| Online Access | 24/7 access to current portfolio values, the Knowledge Centre and an interface for personal details |
