The BlackRock Customised Portfolio Service (the “Service”) is a Separately Managed Accounts solution which offers you a simple service to manage the direct equity holdings of your clients’ investment portfolios. The Service enables your clients to tap into the advantages of professionally managed investment models whilst still retaining beneficial ownership of the assets held in their account.
Our SMA offers your clients three key benefits:
Professionally managed model portfolios with investors retaining beneficial ownership of the assets held in their account.
Investors are able to see online the underlying stocks they own, as an individual portfolio.
Allows customisation of your clients' portfolios by:
- substituting stocks
- placing securities in a 'holding lock'
- tailoring a minimum trade size.
Options also exist for advisers and their clients to specify income reinvestment and fee payments.
Upon application, the service is completely automated.
Unless your clients choose to re-weight their portfolio, it can be left to professional portfolio managers to manage on their behalf.
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Adviser Brochure: Offering your clients a professionally managed share portfolio Read >> |
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Educational Brochure: Understanding Separately Managed Accounts (SMAs) Read >> |
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Fact Sheet : BlackRock Customised Portfolio Service for investors Read >> |
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Educational Brochure : Direct investing with SMAs – dollar cost averaging Read >> |
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Form: Investor Identification Form CPS Read >> |
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Form: Change or Addition of Bank Account/Direct Debit Authorisation Form Read >> |