CLIENT SERVICE

As a client of Politis Investment Strategies you are personally supported by a dedicated Client Account Administrator.   Your Client Account Administrator will ensure your portfolio is completely up to date and that you are notified of all relevant matters relating to your investment account.

Dedicated Client Account Administrator

Your dedicated Client Account Administrator has been trained to provide you with the best possible service.

Your Client Account Administrator will:  

• Compile and maintain your investment records
• Process all transactions on your account including dividends and other income
• Notify you of all relevant matters
• Prepare all your reports
• Reconcile your account daily
• Collect your investment related mail

A Personal Relationship with your Client Account Administrator

Our Client Account Administrators are dedicated to a small group of clients enabling us to build a strong personal relationship with you.  Consequently, you have ready access to a single point of contact who understands your specific needs and preferences.

Transparent Investment Reporting

You can monitor the value, performance and transaction history of your investment account through our comprehensive range of reports. These are available through your secure client login on our website.  You will also receive these reports via post or email on a monthly basis. 

Monthly Newsletters

Our monthly newsletter will include commentary on financial markets, an update on the Politis Investment Portfolios and those financial planning matters that may impact on you.