Discretionary Fund Management

Active has always been committed to delivering a quality customer service. We have built our business by establishing long term relationships with our personal and corporate clients, offering them high standards of specialist advice. We are now able to take that service to a new level and to enable us to achieve this, we are now working with a leading investment management firm, Deutsche Bank Private Wealth Management, to enable us to offer The Active Master Account

The Active MasterAccount offers clients an exclusive level of service, normally only available to financial institutions - we feel that nothing in the current marketplace comes close to matching it. The service has been developed to meet the individual needs of many of our clients.

Over the years most of us accrue a bewildering array of products within our financial portfolios - from tax efficient savings to pensions. These products invest in a range of different asset classes, like property, bonds and equities. This can make it difficult to understand exactly where and how your money is invested, or whether those investments, put together, make a coherent mix that suits your current financial objectives. In fact, it is often hard just to know what it all adds up to.

The Active MasterAccount is an innovative new service that is designed to tackle these issues. It marries our skills with the expertise of some of the country's leading investment managers. It allows clients to bring all their investments and assets together on one platform, enabling us to give a constantly up to date picture of what they own and ensure that the investments we manage fit precisely with their objectives and risk profile. The result is a level of investment reporting and bespoke investment management usually only available to large institutions.

The Active MasterAccount can offer:

• All investments clearly presented and managed on one platform
• Comprehensive analysis and calculation of all your assets
• Total portfolio management tailored to meet your specific needs and risk profile
• Access to world class investment research and expertise
• Access to all asset classes through the complete range of investment vehicles
• Institutional standards of investment administration and management
• Ongoing strategic financial planning advice taking into account all of your assets, your investment objectives and the performance of your portfolio

With an increasingly diverse range of investment opportunities available, we need the expertise of specialist investment managers to ensure that your money is being utilised to its optimum capacity. The investment management service that underpins the Active MasterAccount service is provided by Deutsche Bank Private Wealth Management - one of the country’s largest and longest established investment managers. Deutsche Bank Private Wealth Management employs some of the country’s leading experts and financial consultants, including fund managers and economists. Your investments will be guided by their extensive research into asset allocation, stock and fund selection and the economy.

They will work with us to construct a portfolio to meet your specific needs, and then administer and manage your investments utilising a wide range of asset classes, including cash, bonds, equities, commercial property and alternative investments - such as fund of hedge funds and commodities. Deutsche Bank Private Wealth Management’s investment specialists have access to products and asset classes often not available in the general marketplace and, because of their size, can negotiate advantageous deals for you on costs.

This is a discretionary service - which ensures that Deutsche Bank Private Wealth Management can act quickly on your behalf to make timely investment responses to actual or anticipated events, providing scope to enhance returns and reduce risk.

You should note that whatever level of risk you specify all investments carry some risk, the value may fall as well as increase and you may not always recover the full amount invested.

For further information or advice on any of the above, please do not hesitate to contact us.

Email: enquiries@activefinancialservices.co.uk Phone: 0845 555 0 888

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