Managed Investment Account Service

The Managed Investment Account Service is a personalised bespoke investment account for investors seeking flexibility and liquidity. Managed on the investors behalf by highly reputable investment management companies, the Managed Investment Account has transparent terms and conditions, and a low annual management fee charged quarterly.

Unlike many other investment products available from banks and other financial advisory companies, the Managed Investment Account does not have any initial or upfront charges, and neither does the account have any exit fees or redemption penalties. Furthermore, there is no conditional minimum term or period of investment. Therefore, the investor has full and immediate access to their capital at any time.

Flexible, Equitable & Accessible
PFM's Unitised Portfolio Account Terms​​
Initial Fees                                                   0% (100% invested)
Exit Fees                                                      0% (fully accessible)
Redemption Charges                                0% (fully accessible) Minimum Term                                          Not applicable 
Investment Fee                                          1.00% per annum
PFM's Discretionary Managed Account Terms
Initial Fees                                                   0% (100% invested)
Exit Fees                                                      0% (fully accessible)
Redemption Charges                                0% (fully accessible) Minimum Term                                          Not applicable 
Investment Fee                                          1.25% per annum

How are Private Fund Management fee terms beneficial for you?

Our Total Expense Ratio (TER) is either 1.00% for the Unitised Portfolio Account or for the Discretionary Managed Account, the Total Expense Ratio is 1.25%.

Compare this to other forms of investments such as a typical "Wrapper" or an Investment Bond, these investment products ordinarily have annual product service charges of 1.00% per annum, investment management charges or fund management costs ranging from 0.75% to 2.75% per year, if not higher, and on average, exit fees or redemption charges of 9.5% reducing over 5 to 10 years.
  

With our PFM Managed Investment Account Services
Proactive Investment Management
Low Charges
Full Flexibility
Investment managers available to meet on a one to one basis
Liquidity - Withdrawals credited within 3 banking days
No Investment restrictions
No exit/encashment penalties
 

Insurance Bonds or "Wrapper"
Reactive & Passive Investment Management
High Charges
Inflexible contractual terms
Inaccessible investment managers - no advice or contact
Illiquid - Withdrawals in 2 to 3 weeks plus exit costs
Investment restrictions
High exit penalties often for the first 10 years
 
If you would like to receive further information on our Managed Investment Account Service, or arrange a confidential, no obligation appointment, please submit your enquiry below.
We aim to respond within 24 hours.
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