- Performance Reporting
- What is The WF Investment Service
- How does The Wealth Focus Investment Service work?
- Who does what?
- Using the service for existing holdings
- Reasons to use The WF Investment Service
- List of investments
- Apply Now
- Free Portfolio Healthcheck
- How the service works
- Benefits to you
- Request a free portfolio report
Who does what in The
WF Investment Service?
Helping you choose and invest
- We produce the research, commentary and provide the discounts; you choose the investments..
- You request the fund or portfolio – either through the post, by telephone or online.
- We provide ongoing research, literature, valuations and reporting to keep you informed about the progress of your investments.
- We do not provide personal advice. However we have introducer agreements with non-affiliated financial planning practices, ensuring your interests are being looked after.
Administration
- We check your application on receipt before forwarding to your chosen provider ensuring smoother and faster processing of your application.
- Your chosen investments are bought and the confirmation of investment is sent to you promptly.
- We produce statements, valuations, capital gains and income reporting statements for you to look at daily online. Valuations are also sent annually with a consolidated tax schedule to help you complete your tax assessment forms
Fund Management
- The fund manager provides the fund wrapper and ensures it is properly audited with independent trustees.
- They manage the money in the fund in line with the aims as stated within the PDS.
- They apply the stated charging structure and pay those involved in the running of the fund – auditors, trustees, administrators and intermediaries, keeping any remaining part of the charge for themselves.
- They produce managers' reports.
- Wealth Focus does not provide the fund management, our range of Multi-Manager Porfolios offer a pre-selected portfolio of funds at outset, we do not provide ongoing management of your portfolio.
