Minc Portfolio Service (MPS)

Minc Portfolio Service (MPS) is the platform that facilitates the smooth administration, ongoing management and reporting of your investments.  

Through a limited Power of Attorney, MPS provides a custodial service over all investment assets that make up your investment portfolio.  This means that, upon receiving your confirmation, MPS can action any matters relating to your investment portfolio in a timely manner.  

With MPS, you have the benefit of the following services;

·         Comprehensive administration of your entire investment portfolio;

·         Advice on all related investment matters;

·         Access to wholesale managed funds;

·         The collection and recording of all dividends and income distributions;

·         Monitoring of all investments and implementation of necessary action where appropriate;

·         Provision of monthly transaction advices and quarterly reports on the progress of your investments;

·         Provision of annual reports for the preparation of your taxation return;

·         Provision of a regular income stream to meet regular payments; and

·         Comprehensive website access.

As a fee-based service, MPS provides you with lower overall management costs and complete impartiality on investment selections.  MPS is a truly personalised service for you that gives you the time to focus on what is important to you.

For further information about how Minc Portfolio Service may be a solution for you please contact your Minc Financial Services or Minc Stockbroking advisor.