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Financial Advisors

Supporting Financial Advisors

Focus on Strengths
By forming a relationship with TAM you suddenly become free to focus on business development and grow your business rather than becoming tied up in daily portfolio management and administration.

Through an environment of low-costs and proven administrative procedures together we can increase the efficiency of your own business.



Win New Business
Rather than simply offering you an armful of fund manager “fact-sheets” TAM will provide detailed client specific investment proposal reports. These reports analyse a client’s current portfolio, and, together with your guidance, specify a risk profile, followed by a complete proposal, including allocation changes, costs, investment process, individual holding descriptions and a great deal more…..



Full Transparency
TAM clients receive real-time access to their portfolios valuation 24 hours a day, 7 days a week. In addition to viewing their individual investments and implicit performance, they will gain an understanding of why each and every investment has been made on their behalf. For professional advisers, we offer secure access to your clients’ portfolio valuations, together with details of the regulatory burdens we assume on your behalf and information on our fee-sharing policies and specialist products.



Investment Reports When YOU Need Them
We appreciate that the demands placed on Introducers mean that they cannot wait for a valuation, or regular report on the investments, especially in a climate when your clients want more information immediately.

This is why we offer an available-any-time reporting function - within seconds you receive an electronically delivered full investment review outlining :-

• All Investments,
• Their valuation and performance,
• An asset allocation breakdown,
• All cash account statements
• All cash transactions
• All income and expenses
• Full trade narratives.

 


This report can be printed and bound into a professional document wherever you are located and branded corporate identity (see “white labelling” below).



 

White Labelling
TAM offers a full “white labelling” service to intermediaries that we have built strong relationships with. You are able to offer your clients a complete discretionary fund management service with all reports, correspondence and web-site access “white labelled” (or branded) with your own corporate identity. This ensures that YOUR clients remain YOUR clients!



Further Information

We welcome any questions you may have and are willing to forward any information you may need to help evaluate our services. Our working with introducers, intermediates and IFAs allows us to offer sensible and objective views.

Contact our Business Development Department.

 

 

Financial Advisor Disclaimer


Please read our legal information for your own protection and benefit before proceeding. It explains certain legal and regulatory restrictions which apply to any investment in the products referred to in this website. It is not intended to constitute financial, investment, legal or other professional advice and should not be treated as a substitute for proper professional advice. TAM Asset Management Ltd and TAM International Limited endeavour to ensure that the data and other material in this website is correct and complete, but does not accept liability for any error made or omission from this website.  Nothing on this site shall be deemed to constitute investment advice.

This website does not constitute an offer or solicitation to invest in our products in any country where such offer or solicitation is unlawful. This website is not directed at you if the laws or regulations of any country prohibit or restrict the material on this website from being made available to you, and it is not intended for any use which would be contrary to local law or regulation. You should only enter this website if you have satisfied yourself that the country in which you are based imposes no prohibitions or restrictions on the distribution of material on this website.   Residents or citizens of the United States of America are specifically prohibited from investing in our products and no person may offer investment in these products to residents or citizens of the United States of America.

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