Services Offered
Chancellor Hattersley Lloyd provides quality investment advice and administration for client investment portfolios. These include individual portfolios, personally managed superannuation and rollover funds and portfolios of private companies and trusts.
Management of investments through personal investment portfolios provides investors with independence and the opportunity to develop portfolios to meet their unique requirements. However, personally managing an investment portfolio can be difficult, because the increasing complexity of investments requires a great degree of time and attention to detail to remain informed about markets generally and to be appraised of individual stocks.
Our advice specialises in Australian equities, but includes listed property trusts and interest bearing and hybrid securities.
Chancellor Services includes:
Structuring - We will work with your accountants or lawyers to set up the appropriate structure for your portfolios.
Advising - We will establish the appropriate investments for each client's portfolio to meet the investment objectives, financial situation and particular needs of the client. The portfolios are monitored regularly on an ongoing basis.
Administration - We maintain detailed records of all activities for each stock in the portfolio. This assists in giving suitable advice as well as providing accurate reporting.
At the client's request, all related correspondence can be directed through Chancellor Hattersley Lloyd. This service effectively removes the time consuming effort of dealing with all the related correspondence associated with maintaining a share portfolio. Only the relevant documents are collected to send to the client or forward to the client's accountant at the end of the financial year.
Reporting - Chancellor Hattersley Lloyd provides regular reporting and the level of this service will be determined with the client. We are also able to provide on-line reporting.
Chancellor Hattersley Lloyd gives client advice that provides more than just a choice of individual securities to buy and sell. With our guidance, each client's investment objectives, financial situation and particular needs are established and a strategy is determined to achieve these goals. Existing investment vehicles, or those proposed, are then correlated with these objectives. Recommendations are then made for individual securities to establish the portfolio, or change the existing portfolio if appropriate.
It is stressed that advice is given on a non-discretionary basis and clients therefore retain control of stock selection.
Chancellor Hattersley Lloyd acts as a referral point to a number of sharebrokers that lead to offers to participate in new issues and placements. These offers allow clients the opportunity to participate in issues that otherwise may not be available to them.
Assets are registered in the client's name and remain under the client's control at all times. Appointment of Chancellor Hattersley Lloyd as advisors offers clients the advantage of allowing continuity of their existing portfolio.
Chancellor Hattersley Lloyd's fees for these services are less than the typical fees charged by the managers of pooled retail equity funds.
