Account Types
Discretionary (DCS)
When you choose to open this type of account you take the stress out of investing by giving one of our experienced portfolio managers the discretion to manage your investment according to your predefined investment objectives.
These options are suitable for investors who have neither the time nor inclination to be actively involved in managing their investments on a daily basis.
Self Managed (MCS)
Choosing this type of account signals that you want to manage your own investment through our company. You decide which shares you want to include in your portfolio. Your trade decisions can be executed either by yourself or by giving an instruction to one of our Private Client Traders (depending on the account package).
A Self Managed account is suitable for more experienced stock market investors who want to be more active in managing their own portfolios