Yes, most of our clients enjoy the convenience of having their quarterly investment management fee deducted from their portfolio. The option of making your quarterly fee payment by check is also available if preferred.

There is no minimum. However, we would suggest that to build a portfolio you do start with ?25,000 in cash or shares to take full advantage of the service on offer. Discretionary Investment Management

Each individual client portfolio is based upon client goals, financial situation, risk tolerance and life stage. Usually portfolios are diversified across multiple asset classes using mutual funds.

Portfolio management is a facility provided for the clients to maintain their stocks holding and update themselves about the status of their portfolio. You can maintain multiple portfolios. It has also a facility to intimate you by email the High and Low trigger price set by you. Besides giving you the status of each holding with respect to the current price it also gives a summary of the portfolio.

The Manager charges an ongoing annual management fee, and may charge an issue fee (entry fee) and a performance fee. The annual management fee covers some of the costs involved in managing and administering the Fund, and is charged directly to the Fund in the calculation of the unit price. The performance fee, if due, is also charged directly to the Fund. There are other expenses that the Fund pays directly such as trustee, audit, printing costs etc.

You examine the investment portfolios offered in the Product Disclosure Statement or Prospectus and choose the portfolio yourself. We do not offer advice as you are being offered access to these investments with a 100% rebate of entry fees. What we can tell you is that the managers of these funds have chosen the portfolios and investment managers very carefully. Further, within the Product Disclosure Statement or Prospectus the portfolios are categorized according to "Risk Profiles".

Ans. Under this scheme, NRIs are permitted to acquire shares /debentures of Indian companies or units of domestic Mutual Funds through the stock exchange/s in India.

Assuming your portfolio is following a well-defined strategy that is appropriate for your personal situation, you should review it at a minimum of once a year. But if you are not yet following a specific investment strategy that is attuned to your goals, concerns, time frame, risk tolerance and financial situation, you should act immediately. Contact a UVEST Consultant to schedule a consultation.

We will review your current holdings with you prior to signing up with us. Your Client Manager will work with you to determine which securities or mutual funds we may wish to hold or sell. You are able to instruct us on which securities you wish to own based on possible tax consequences.

All portfolio management decisions are made by Ian Fraley, co-founder and chief executive officer, and Stephen Brennan, co-founder and chief investment officer. Unlike most mutual funds and many large private money managers, we encourage our clients to communicate directly with the portfolio decision makers to address any questions and concerns they might have about their accounts.

There is an overall ceiling of 5% of paid- up equity share capital of the company/paid-up value of each series of convertible debentures for purchase by NRIs /OCBs. The overall ceiling can be raised to 30% if the company concerned passes a special resolution to that effect in its general body meeting and a board resolution. Individually, NRIs/OCBs can make investment upto 1% of the paid-up equity share capital/each series of convertible debentures.

Presima relies on a solid portfolio management team that is located in Montreal, and comprises high level managers and analysts, each of whom focuses on specific geographic and real estate sectors. Most have worked for Presima for several years and possess numerous years of experience with exchange-traded real estate equities.

UMAs employ an overlay management strategy by Parametric, designed to provide coordination across multiple investment managers, enhance tax efficiency and automatically rebalance the portfolios - all in a single account.

Financial planning differs from portfolio management in basic objectives. Financial Planning involves analyzing your current and projected monetary situation to manage your lifestyle and future financial goals. Portfolio management involves trying to obtain higher returns from investible surplus. Thus, portfolio management is in some sense a subset of financial planning. The fee structure is also different.

If you are awarded a favorable decision, the money is usually automatically deducted from the first check received for past-due benefits. If there are no past-due benefits, payment arrangements are made for the payment of the fee approved by the Social Security Administration. Please contact our office if you have any questions regarding the attorney fee.

The investment management strategy is outlined in the ADV Part II under "disclosures". We use a fundamental approach with detailed asset allocation as opposed to "timing" the market.

Primarily, we are long-term investors, not traders or stock pickers. We prefer utilizing state-of-the-art advisory arrangements that include ongoing monitoring of accounts. We develop asset allocation recommendations to reflect client objectives and time frames. Find more details on the investment services page.