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C-Lect deal for £20k portfolios

Premier Portfolio Managers is offering a new service which it says will

take a management burden away from IFAs and offer clients a better service.

It is aiming a discretionary management service to IFA clients who have

more toinvest than average but not enough to qualify for the usual

discretionary service for higher investors.

IFAs can put together personalised investment proposals for clients and

can rec- ommend one or a combination of three different C-Lect services on

offer. Premier will select and monitor investments and keep IFAs regularly

updated on how the investments are performing.

The service is aimed at IFAs whose clients have at least £20,000 to

invest. Premier says its expects the service will attract clients with an

average of £45,000.

The service will be at no extra cost to IFAs or their clients, who will

only be able to access the service through their IFAs.

Premier Portfolio Managers marketing manager Peter Atkins says: “We will

take a burden away from IFAs, as we will select and monitor the


“The new service is aimed at IFAs whose clients have more to invest than

the average man in street but not enough to receive discretionary service.

It will save IFAs time and allow them to offer their clients a better

service at no extra cost.”


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