Partnership Plus: Making The Most Of Your Portfolio
Outstanding service. An integrated approach to your financial management. Personalized portfolio recommendations based on a highly disciplined process. Involvement of a dedicated team of experts with diverse specialties. These are the cornerstones of the Partnership Plus Program that will help you achieve your financial goals.
You may be considering Partnership Plus for your portfolio. This will help answer some of your questions.
Q. What is Partnership Plus?
A. Partnership Plus is a premium program available exclusively through ScotiaMcLeod. It is designed to provide you with expert advice, respected market research and the flexibility of a single fee for your transactions.
Q. How can Partnership Plus benefit me?
A. Key benefits of Partnership Plus include:
- Outstanding service.
- An integrated approach to your portfolio.
- Personalized portfolio recommendations based on a highly disciplined process.
- Access to a dedicated team of experts, including leading equity, fixed income and mutual fund analysts.
- Access to industry leading market research.
- Access to an exclusive quarterly research publication.
As well, with Partnership Plus, you will have the peace of mind of knowing that you are receiving objective investment advice because investment decisions will be driven solely by unique investment objectives, not transaction costs.
Q. What team of experts will we be able to leverage if we decide that Partnership Plus is the best investment solution for me?
A. In addition to our expertise, you will also have access to leading equity, fixed income and mutual fund analysts.
Q. How much does Partnership Plus cost?
A. Another key benefit of Partnership Plus is transparency of fees – you will have a strong understanding of what your annual costs will be through our fee schedule. The fee, which includes transaction costs for stocks, bonds and options, up to an established limit, will be based on asset mix and the total value of your portfolio.
Q. How will we go about transitioning my existing portfolio?
A. Once we have decided that Partnership Plus is the right investment solution for you, the transition process will involve:
- Completing the appropriate account and transfer documentation.
- Completing the transfer of assets.
- Making the required adjustments to your portfolio to reflect our personalized portfolio recommendations.