ACCOUNT ADMINISTRATION

At Politis Investment Strategies we recognise that maintaining investment records and administering your affairs is a time consuming and complex task.

Our portfolio service has been designed to provide you with a complete and personalised portfolio administration and reporting solution.

Comprehensive Account Administration

We establish a cash management trust as the hub of your investment portfolio to effectively administer all your investment-related transactions.

Your cash management trust will:

• receive contributions and income
• allow investments to be bought and sold
• facilitate withdrawals and payments.

These transactions will be processed and reflected in your cash management trust and portfolio reports on a daily basis.

Direct Ownership of Assets

We do not rely on custodians or other third parties to hold your cash or investments on your behalf.  Under our account structure, you retain direct legal ownership of all underlying investments in your portfolio.

You will take comfort in knowing that all assets are safely held in your name.

Accountant Access

Your Accountant will have secure online access to investment reports and all other financial information required to complete your annual tax returns and other financial statements.

This will save you the time it normally takes to prepare the necessary documentation for your Accountant.