These are some of the tasks a Northern Bank Investment Manager will perform for you:
- Use market knowledge and experience to identify investments which are likely to offer an appropriate combination of risk and return in relation to your objectives.
- Manage your investments in a tax-efficient manner, ensuring that you take full advantage of the allowances and limits available to you.
- Take care of all the day-to-day administrative work.
- Keep you informed of changes in your portfolio and regularly review your financial objectives to ensure that your investment portfolio remains appropriate to your financial goals.
- Regularly report on the performance of your investments and stock markets generally.
Confidentiality
Discretion and confidentiality are at the core of our client relationships. Security is as important to us as it is to you, and you can rest assured that details of your portfolio and financial circumstances are totally confidential.
Important information
Northern Bank Limited offers products from only a limited number of providers. Northern Bank Limited is authorised and regulated by the Financial Services Authority.
Past performance is not a guide to future returns. The value of investments and the income from them can go down as well as up. You may not get back the amount invested. Changes in the currency exchange rates may have an adverse effect on the value of investments and income from them.