Can you take over from another administrator, in practice?
Yes, and the handover is routine: records are requested, checked against statements and reconciled. A short call usually settles whether this is a mandate or a records job.
Records ready for any
Questions people ask Vw Aureus.
Questions that come up before a mandate is agreed. Send a message and we will set out the options.
Before you ask
Common questions, answered today
Questions that come up before a mandate is agreed. Ring or e-mail and we will confirm the details.
Do you deal with the underlying managers, usually?
Correspondence and reporting requests are handled here once written authority from you is in place. A short call usually settles whether this is a mandate or a records job.
How are fees charged, on average?
For the work set out in the mandate, quoted in writing before it starts, with no share of any holding. If a reporting date is close, put it in the first line of the message.
What do you not do, typically?
Regulated advice, discretionary dealing, tax returns and anything that depends on a figure nobody can check. If a reporting date is close, put it in the first line of the message.
Send the outline and we will say what is possible from the first call
Write a few lines about what you need. There is no obligation until you accept a written quote. The quickest route is simply to get in touch.