Patersons recently launched its Accolade suite of services designed for Patersons clients who want to adopt a complete personal investment service. Your Private Client Adviser works with you to determine a tailored investment strategy to suit your needs, making it easier to manage your investments.

Key Benefits of the Accolade Service include:

• Your own personal investment adviser
• A specifically managed individually-designed portfolio
• Access to corporate opportunities that may be unavailable to the general public
• Invitations to Patersons investment seminars and Accolade special events
• 24/7 online access to your account and research with market commentaries, trend analysis and stock guides
• See at a glance your portfolio status – net realised and unrealised profits and losses, which stocks are growing and what yield is being realised.
• Administration of all your transactions and comprehensive record-keeping that includes accountant ready tax reporting

For more detailed information follow the links below.

Accolade Flyer | Accolade Sample Annual Tax Report |  Reporting |  Managing Your Portfolio 

IMPORTANT NOTE: This is general advice only and does not take into account your objectives, financial situation and needs. Before acting on this advice you should consider its appropriateness having regard to all your personal circumstances.