Other Investment Management Services
Prepaid Premium Service
Taking away a layer of administration, we
offer to take a lump sum investment and pay ongoing premiums
on behalf of the investor. As premiums are paid up-front,
a discount can often be provided on the premiums due to maturity.
The discount is in lieu of interest paid on the up-front premiums.
Amounts are held on behalf of the investor
in a designated client account.
This service is available together with
either portfolio service, or in association with individual
TEPs.
Valuation Service
If you have an existing portfolio of TEPs
and are looking for a competitive rate for valuations, we
would be happy to help.
For further details of any of these services,
please contact us:
Telephone: 01243 520060
Email: investinteps@neville-james.co.uk
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