DE-LORDS SECURITIES ANNOUNCES A STRONG ONLINE FINANCIAL PERFORMANCE

   FINANCIAL NEWS

   PORTFOLIO ADMINISTRATION

• Verification of offer proceeds-CBN

• Wema Bank Posts N2.5bn Net Profit

• NSE pegs Sterling, Ecobanks prices

• Shareholders Endorse FIBs Offer

Many clients find value in specialised administration services, which makes managing an investment portfolio much easier. With this in mind, De-Lords Securities provides clients with access to The Portfolio Service.

The Portfolio Service is a sophisticated portfolio research and management service that helps you to invest in a well planned and tax-effective way.

Access to a range of benefits
The Portfolio Service enables you and your financial planner to:

• Tailor an investment strategy that suits your personal requirements
• Structure your investments to take advantage of the most effective tax environment
• Select investments from a wide range of managed funds and listed investments such as listed shares and listed property trusts
• Manage and control your entire investment, superannuation and retirement needs within a single investment service
• Adapt your portfolio as the economic environment and your life changes

Why use The Portfolio Service?
The Portfolio Service provides a comprehensive yet simple way of investing that will help you reach your investment objectives.  It provides you with choice, control and convenience.

Choice
The Portfolio Service allows you to create your investment portfolio from a wide range of well-researched investments – currently, more investment options are available.

It also enables you to take advantage of opportunities in the investment world that you might not otherwise get access to. This is because your money is combined with other investors, giving you access to opportunities normally only available to wholesale investors.

Control
You can combine your investments into a single portfolio so that you and your financial planner have a ‘snapshot’ of your current position at any point in time.  You can even transfer shares you hold directly into The Portfolio Service.

Convenience
The Portfolio Service gives you the benefit of a consolidated set of reports on your portfolio, which makes tax planning easier and reduces the amount of paperwork you receive. 

What’s more, with our unsigned transactions, you can transact with minimum paperwork and your financial planner can implement your instructions straight away online.

For more information, please contact us.

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