Pro-Active Management and Regular Personal Contact

Your portfolio is regulary reviewed in order to capitalise on opportunities and make appropriate adjustments as market and economic circumstances change.  This proactive response, without having to contact you before taking action, assists portfolio performance.

One of those opportunities may include, where appropriate, access to new issues and capital raisings by listed companies.  Our Corporate Department has a track record of success in this area and Accolade Plus clients have benefited accordingly.

Existing clients can choose to have their current Patersons Adviser remain involved in the management of their portfolio, under the supervision of the Portfolio Management team.

Regular Personal Contact

One of the key features of an Accolade Plus Account is the ability to have regular, personal contact with your Portfolio Manager. You can telephone us whenever you require information or need an update on your portfolio. Along with the regular reports you receive, this will keep you fully abreast of how your portfolio is performing.

Internet Access

If you would like to keep up-to-date with your investments more regularly than the issued monthly and quarterly reports, you can register to access your portfolio online giving you daily access to all the important information associated with your portfolio, including portfolio valuations, transactions and income.

Find out more about Accolade Plus

If you have any queries regarding the Service or wish to take advantage of it immediately, please contact your Adviser or Contact our Accolade Plus Team online. Alternatively, you can call them on FREE CALL 1800 626 709.

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.