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Globaleye Portfolio Service Print E-mail
Wednesday, 08 August 2007

When was the last time you looked at your fund selection on your regular savings plan? Of course you have not done so for ages because we are all too bogged down with work, travel, family etc that we do not find the time to do such chores. Admittedly you may have visits from your Globaleye Financial Consultant but there is also our online solution.

The fund selection of your regular savings portfolio, whether an Education Plan, Pension or plain Savings Plan, is key to the future performance and growth of your money. Few investors review their funds regularly and this can have a serious impact on the performance and value of your portfolio.

Wouldn’t it be good if you were told each month how they were performing?

This is what the Globaleye Portfolio Service (GPS) can do. We shall send you a straightforward report on the performance of your funds to your email address each month so you can see how your funds are doing. Globaleye will be tracking each fund and if we think that it would be financially prudent to make any alterations we shall inform you accordingly. This is a non-discretionary service and in effect an information provision solely since we are not fund managers and only track the funds that are in the range offered by your savings portfolio. Ultimately, we hope to make the money you have worked hard for, work even harder for you by keeping you in touch with it.

All you need to do is complete our Globaleye Portfolio Service form which we will send to you when you contact us and we shall do the rest. Conversely, contact one of our qualified Consultants and they will talk you through this in more detail. You can obtain historic GPS data in our "Download" section. We are adding new companies to this service so most offshore investments are covered.

We look forward to welcoming you to the GPS and should you have any questions regarding this facility please feel free to contact us. You do not need to be a client of Globaleye to benefit from this service but we hope you will be one day! Similarly, if you have any friends or colleagues who may also like this service, please forward this to a friend.

 
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