Kauders
Portfolio Management
42 Market Place, Reading RG1 2DE
Telephone 0118 939 4131 Fax 0118 959 9757
Kauders Portfolio Management is Authorised
and regulated
by the Financial Services Authority
For applicability please see client residence
...  ...
This service is designed for portfolios with a minimum value at inception
of £250,000. Portfolios are invested in Gilts and, where appropriate,
U S Treasury Bonds.
Our service offers:-
- non-discretionary
portfolio management
- a mandated brokerage/custody account in the Client's own name
- monthly statements
of income received and paid out
- copy
information to the Client's accountant or actuary
- personal
face to face review of your portfolio, annually
- correspondence
to second homes
- acceptance
of powers of attorney
- invite to the Annual Clients' Meeting
- quarterly Newsletter
- pension funds - extra valuation on the fund accounting
date
Our services are Sterling based, for UK residents. See client residence page for other jurisdictions
See also the notice
on the homepage
© Kauders
Portfolio Management 2005, 2007
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