To make managing your investment portfolio quick and easy, your Wealth Manager can set up AssetMaster* for you.
AssetMaster is an administration service that streamlines the buying, selling and switching of your investments. You can also use the service to check the value of your investments online. And because all your eligible investments are held in a single Jersey estate, it could make probate a lot simpler too.
To save you time, AssetMaster lets you:
*AssetMaster is an administration service, not an asset management service. Not all countries are covered by the service - and some investments are excluded, such as stock market traded shares/funds, bank deposits and some collective investment schemes. Applications to transfer current or future investments into the service will be evaluated on an individual basis.
Find out more about AssetMaster (PDF)