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Investment Solutions

Offshore Regular Savings Accounts for Expatriates
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Discretionary Portfolio Management Service (DPMS)
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» How much does the DPMS service cost?
 

Discretionary Portfolio Management Service (DPMS)

Assign the day to day running of your Investment Portfolio to a Private Client Investment Management Team. This will enable you to:

• Receive ongoing personal investment advice
• Obtain detailed quarterly investment reports
• Have access to your Portfolio information online at any time
• Have direct email and/or telephone contact with the management team
• Benefit from all administration and record keeping carried out on your behalf
• Receive ‘Monthly Global Market Outlook Reports’
• Benefit from IDO’s significantly reduced fund costs & minimum investment levels

If you would like to receive an investment portfolio recomedation compiled by our Private Client Investment Management team, please complete the Investment Profile Questionnaire below and fax or scan and email it back to IDO at the details listed at the bottom of the page.


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Investment Profile QuestionnaireInvestment Profile Questionnaire 

How much does the DPMS service cost?

Tactical Asset Management

 
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