SC Davies & Co: Individual Investment Management & Private Banking Services

We recognise that many clients prefer to simplify the matter of paying their retained professionals by having their investment portfolio make the payments on their behalf.

We are delighted to work alongside a professional partner in structuring a charging cafeteria that ensures all parties are remunerated correctly and the client receives value for money.

To that end, we can provide an initial and ongoing trail fee where appropriate subject to the following conditions:

All fees are quoted openly and transparently so every client knows who receives what.
We do not pay fees purely for client introductions - we pay in return for a professional adviser working alongside SCD&Co in tracking, recording and managing each client's requirements. We reserve the right to withhold payments where this complementary work is not fulfilled.
The quantum of initial and trail fees is discussed on a case-by-case basis and is designed to reflect the work completed and that expected in future..

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