Fees
Our fees for our services are set out below. If you cannot see a service that covers your requirements then please speak to us in the first instance and we will give you an idea of cost within 24 hours. Please read our Terms of Business.
Hands-on development of the Trustees Investment Policy and Policy Statement to meet the Charity Commission Guidance and Rules set out in Charities and Investment Matters.
Why use this service? - To retain absolute independence in the development of the Investment Policy for your members or beneficiaries.
- Determine the short and long-term objectives of the Charity
- Provide guidance and assess the trustees' tolerance to risk
- Set investment benchmarks and standards
- Provide guidance to develop a written cash statement
- Review any existing Investment Policy and Policy Statement
- Bring existing Investment Policy Statement up to the new standards or draft a new Investment Policy and Policy Statement when required, for sign off by the Trustees
- Provide an annual review of the Trustees' Investment Policy and Policy Statement
- Set Service Standards required from Investment Advisers
- Reduce charges paid, directly and indirectly thus enhancing investment performance
Guide Price for this Service - From £3,500 + VAT
The complete Trustees Investment Pack, designed to work with the Trustees on an annual basis to ensure compliance with increased Regulatory demands and protect the Trustees from litigation.
Why use this service? - To protect the Trustees and ensure you comply with your legal duties whilst raising the standards and returns from your Investment Advisers.
- Review the Investment Policy and amend or draft a new one
- Review the Policy Statement, amend or draft a new one
- Review the Investments to ensure they are meeting the standards set
- Review or design the Annual Review Meeting Agenda and provide
guidance on preparing meeting minutes - Check the charging structure of the Advisers, both direct and indirect
charges and negotiate improved terms - Make appropriate recommendations to the trustees
- Review the written Cash Statement
Guide Price for this Service - From £2,500 + VAT
Hands-on development for Family Trusts and Pension Scheme Trustees of the Trustees Policy Statement and setting new standards for the Investment Managers to deliver.
Why use this service? - It is a legal requirement for Trustees who authorise an Investment Adviser to act on their behalf to have a written Policy Statement. Many Trustees are in breach of this legal requirement.
- Determine the short and long term objectives of the Trust
- Provide guidance and assess the Trustees tolerance to risk
- Set the investment benchmark and standards
- Draft the Policy Statement for adoption by the Trustees
- Draft the Investment Adviser Agreement
- Set the Service Standards required
- For Pension Scheme Trustees, draft the Statement of Investment Principle
Guide Price for this Service - From £2,500 + VAT
Trustees' Investment Advisers Annual Review meeting and process
Why use this service? - Many Trustees have little experience in Financial Services and do not know how to determine the success or failure of their Investment Advisers.
- Drafting of Review Meeting Agenda
- Pre-meeting assessment of the Investment Advisers' skill set, performance and service standards.
- Attendance at the Review Meeting
- Feedback and recommendations to the Trustees of the suitability of the Investment Advisers
- Setting future standards and implementing the Investment policy
Guide Price for this Service - From £2,500 + VAT
Beauty Parade - Investment Advisers Appointment Process
Why use this service? - Many Trustees do not know which type of Investment Advice or Investment Style is best to meet their objectives
- Review of the Trustees' Investment Policy, Policy Statement and carry out a fact-finding meeting
- Draw up a short-list of suitable Investment Advisers and negotiate charging structures
- Attend the Investment Advisers' Beauty Parade presentations, and design suitable
questions to present - Make recommendations to the Trustees to select a suitable Investment Partner and set up an audit trail of the process and recommendations
Guide Price for this Service - From £3,500 + VAT
Trustee Investment Training
Why use this service? - Trustees should understand the legal requirements, and the training is designed to educate Trustees about their legal duties relating to investments and an introduction to the information that Investment Managers produce.
- Understand the legal obligations regarding Trustees Investment Duties set out in the
Trustee Act 2000 - Understand the new Rules for Trustees set out in Charities and Investment Matters
published by the Charity Commission - Understand the format of a Trustee Investment Review Meeting
- Understand benchmarks and performance indicators
- Introduction to understanding risk
- Review of Trustee case law to help minimise their risk
Guide Price for our standard Training Day - From £1,000 + VAT
Project Work
- Please ask for a consultation meeting if you have a specific project in mind.
Guide Price - From £750 per day + VAT