LemSec has a range of portfolio investment solutions to a make your portfolio investing easier. We provide clients with:
- Streamline share settlement
- Administrative support
- Disciplined portfolio approach
- Direct share ownership
LemSec’s portfolio management services provide clients with ongoing investment advice. Features of the service include:
- regular portfolio reviews
- ongoing monitoring of your portfolio
- proactive investment advice
- ability to consider the tax position of each investment decision
- implementing all investment transactions (e.g. dealing with new issues, takeovers, redemptions etc.)
- collection of correspondence and recording of all investment income and expenses
- maintaining capital gains tax records
- regular reporting
LemSec’s Portfolio Management Service can provide a range of administration, tax and investment reporting functions. These services are designed to ease the workload of our clients and enhance overall performance.
LemSec offers clients the ability to open cash management account with a highly competitive interest rate. The cash account is designed to act both as your core cash account for your investment activities and as a cash investment account. The benefit of the cash account is that it allows for:
- electronic transfer of funds including automatic settlement of your share trades
- for the automatic settlement of your funds for payment of securities for an
- at-call component
- Offers an online capability to allow you to monitor your balances
Leveraging a portfolio on a conservative basis can be useful strategy to enhance your ability to create wealth through great participation in the share market. If you the benefits of leveraging an asset or portfolio outweigh the risks inherent in the strategy, then your client adviser can recommend the best intermediary to suit your individual circumstances.
