Investment Management Agreement

Tilman Brewin Dolphin will set out an Investment Management Agreement with the client and the portfolio will be managed on either a Discretionary or an Advisory basis. In either case, the client will agree to an overall investment strategy with the portfolio manager.

Our portfolio advisory service is designed to offer a comprehensive service to those who wish us to monitor their portfolios and to make recommendations, but who wish to reserve the final decision on all transactions to themselves.

Under the discretionary service, the portfolio manager will take all investment decisions consistent with the terms agreed with you at the outset. Our approach is based on a continuing process of tailoring portfolios to meet clients' specific objectives, even as they change over the course of the relationship.

In both cases periodic reports detailing the composition and value of the portfolio are sent to the client.

Charges are levied by way of a management fee which is related to the size of the portfolio and commission is charged on individual transactions.

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