Discretionary Services

Discretionary Services

The value of investments, and the income from them, can fall as well as rise, and you may not get back the full amount you invest.

Discretionary Services

You may have purchased a Discretionary Portfolio Services prior to 3rd December 2012 such as;

  • Multi-Asset Portfolio Services (MAPS)
  • Investment Management Services (IMS)
  • Portfolio Management Services (PMS)
  • Investment Portfolio Service (IPS)
  • Unit Trust Portfolio Service (UTPS)

You can find the specific name of your investment in your contract note or your most recent statement, however if you are unsure which investment you hold or have lost your letter please contact us.

 

Current Terms for Discretionary Portfolio Services

 

Frequently Asked Questions

Accordion

Icon expand I would like to add a new payment to my investment?

You can add to your investment by writing to us, please enclose a cheque made payable to National Westminster Bank plc. When you make additional payments to your investment charges will apply, please contact us for further information.

Accordion

Icon expand When will I receive a statement about my Discretionary Portfolio service?

Your client report will be issued quarterly and will provide details of relevant transactions for the period in respect of your investment.

Accordion

Icon expand Where can I find out the valuation of my investment bond?

You can contact us by telephone for an up to date valuation of your investment.

Accordion

Icon expand I want to withdraw my investment?

You may withdraw from your Portfolio provided that you retain sufficient assets within to meet your current and foreseeable future liabilities. We may not permit you to withdraw funds if this is not the case.

If you do not have sufficient cash within your Portfolio to fulfil your payment instructions, we may sell investments to release the funds.

Payments will only be made to you, or only to an account in your name.

You can contact us by telephone, and we will provide you with an up to date valuation.

You should bear in mind any tax implications when withdrawing assets from your portfolio.

Get in touch

Call us on 0551 658 1206 

The lines are open: Monday to Friday 9.00 – 5.00 (excluding bank holidays ) Calls may be recorded.

You can write to us at:

Specialist Financial Advice 
PO 3140, Trinity Quay
Avon Street, Bristol, BS2 2DG

Get in touch Whats Next?
Not the right product?
Set Tab for lightbox