PREMIUM SERVICES FAQS

Our two Premium Services: Discretionary Investment Management Service (DIMS) and Managed Portfolio Service (MPS) offer a personalised approach to your portfolio. 

Who uses Premium Services?

We offer two Premium Services: Discretionary Investment Management Service (DIMS) and Managed Portfolio Service (MPS). Both services offer a personalised approach to your portfolio. Ultimately, it comes down to the level of ongoing involvement you would like. With both services, your adviser will provide you with ongoing, tailored advice underpinned by the analysis of our expert research team. You can be confident that the advice you receive or the decisions that are made are based on thorough analysis. These services are available to both existing and new clients who have $250,000 or more to invest.

DIMS is best suited to those who prefer investment decisions to be made at the discretion of a qualified adviser. Those decisions will be made based on the strategy you set together upfront.

MPS is best suited to investors who want ultimate control over investment decisions, whilst we look after the day-to-day administration. The control remains with you; we take care of all the necessary actions.

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What are the costs?

Management fee

A quarterly management fee is calculated on the value of your portfolio at the end of each quarter. This fee is for the monitoring of your portfolio, the advice provided by your adviser, as well as the ongoing administration of your portfolio.

premium services fees

For example, if the portfolio is valued at $500,000: $250,000 of the portfolio will be charged at 1.25% $250,000 of the portfolio will be charged at 1.00%

Broking

Broking charges apply when we buy or sell securities for you.

Fee payment

Any fees or charges are automatically deducted from your Craigs Investment Partners Cash Management Account.

Transferring portfolios

If you are an existing client, there is no charge for transferring your investments into these services.

Who are Custodial Services Limited?

We look after every aspect of your portfolio management. Our custodian (Custodial Services Limited) will take care of all the paperwork and ongoing administration.

Custodial Services Limited is a subsidiary of Craigs Investment Partners Limited. Acting as a bare trustee, the company holds your investments in trust for you.