We use cookies to track usage and preferences. See Cookie Policy
Pocketmags Digital Magazines
Pocketmags Digital Magazines
   You are currently viewing the Canada version of the site.
Would you like to switch to your local site?
Digital Subscriptions > > ‘ Unitised portfolios provide cost-effective solutions’

‘ Unitised portfolios provide cost-effective solutions’

On the money

An increasing number of wealth and discretionary managers are recognising the benefits of unitising client portfolios into a fund structure. There are a number of advantages for the client, including tax benefits, and for the business, such as operational cost savings.

There are, however, a number of issues that those running a business should address when they are considering the idea.

Purchase options below
Find the complete article and many more in this issue of -
If you own the issue, Login to read the full article now.
Ways to Pay Pocketmags Payment Types
At Pocketmags you get Secure Billing Great Offers HTML Reader Gifting options Loyalty Points