In conjunction with the strategy reviews, Prudential provides on-going portfolio recommendations taking into consideration the entire range of appropriate investment choices in the market. Our advice is made in consideration of the client’s specific investment policy limits, strategy and prevailing cash flow requirements.
Following consultation regarding appropriate investment options, and upon receiving specific approval from the client, Prudential negotiates with financial institutions on behalf of the client. We then send settlement instructions (money is never sent to or via Prudential) and assist with any follow up transactional issues.
Prudential recommends the use of Austraclear for independent safe custody services. Prudential provides our clients with direct access to leading experts in settlements and Austraclear services.
Prudential’s singular focus is to provide superior customer service and to help our clients achieve optimal governance procedures for their investment management functions "
Prudential has no affiliation with any banks or product providers and our total remuneration is the pre-arranged flat monthly fee from our clients "