Investment Policy and Strategy Review

On-going Investment Policy Review. Annually (or as required) Prudential undertakes a thorough review of the client’s investment policy based upon prevailing legislation and the client’s own risk parameters.

Investment Strategy: Semi-annually Prudential undertakes an overall portfolio strategy review based upon the client’s risk profile, budget considerations and cash flow requirements all within the context of prevailing and anticipated market, industry and economic conditions.

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  • 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 "