We understand that you are keenly interested in the performance of your investments.
We simply do all the necessary work while consulting and reporting to you regularly.
Secure Online Portfolio Access
With 24 hour online access to your investment portfolio, you are able to access your portfolio status daily or monthly at your convenience.
Quarterly Performance Reports
Quarterly reports along with a summary of the current investment environment are forwarded to you each quarter via post or soft copy. Each report has been designed to provide a clear record to aide improved decision making as part of reviewing your investments.
This gives you the opportunity to have informed discussion about the performance of your portfolio with your Intralink Adviser. Is your investment strategy working as anticipated? What’s the current economic outlook? Are there adjustments to my portfolio that should be considered?
Reports available include:
- Asset Allocation
- Portfolio Valuation by Security
- Purchases and Sales
- Quarterly Income
- Quarterly Dividend Reinvestment
- Quarterly Cash Book
- Year To Date Portfolio Performance
Annual Tax Reporting
Choose from a range of annual reports that provide necessary tax reporting suited to the compliance requirements of your structure.
The report formats meet audit and tax reporting requirements making it easier for you to meet compliance requirements for accounting and tax return purposes.
Family Office Service
Our Family Office service is designed to assist families and individuals of significant wealth, as well as the professionals involved in running their affairs.
The services we offer are tailored to meet the particular needs that come with owning substantial family assets. We provide a disciplined approach to successfully protect, manage and grow wealth.
Our service can take care of the entire administrative burden for you. This may include:
- Collection and banking of dividends
- Attending to settlements and registrations
- Managing transition requirements and rollovers
- Meeting regular income payments
- Paying tax and other expenses on your behalf
Our number-one priority is to act in the best interests for your family as a whole – as well as individual members.