TAM Direct

How our managed portfolio service can help you

When working with TAM you're free to focus on business development and growth, rather than becoming tied up in daily portfolio management and administration. Through an environment of low-costs and proven operations procedures, our managed portfolio service can increase the efficiency and simplicity of your business. 

Simple terms

In order to introduce clients you must be a regulated financial adviser with terms of business established with TAM. To confirm your status or to set up terms of business please contact our adviser support team to complete our simple introducer agreement.

Phone: +44(0)207 549 7650      Email: info@tamassetmanagement.com

Straightforward application

Complete our risk profile questionnaire and proposal request form.

  • Our risk profile questionnaire can be downloaded here, and can help you and your client decide how much risk they're willing and able to take with their money.
  • Our proposal request form can be downloaded here, and gathers all the initial information we need to generate a customised pre-investment proposal for your client. 

We aim to return your proposal within 48 hours, or earlier if it's urgent.

Tailored pre-investment proposals

Our pre-investment proposals are personalised to you and your client and outline:

  • Our current strategy & outlook
  • The chosen risk profile & portfolio example
  • Who will be managing the  chosen portfolio
  • Our investment & research process
  • MifID II compliant ex-ante costs & charges

Paperless onboarding

Once you have reviewed the proposal with your client and they confirm they are happy to proceed, our digital application form can be downloaded here and allows you to complete, sign and return it online, taking away the need to print and post, saving you both time and resource. 

24/7 account access

Once the client's account is open and funded, we will set up the their online access and send you the log-in details. Our managed portfolio service provides clients with access to their online account at any time from any device - a helpful userguide to get the most out of our in-depth online platform can be downloaded here.

Instant reporting

We appreciate that the demands placed on Introducers mean that they cannot wait for a valuation, or regular report on the investments, especially in a climate when your clients want more information immediately. This is why we offer an available-any-time reporting function - within seconds you receive an electronically delivered full investment review outlining: All Investments; Their valuation and performance; An asset allocation breakdown; All cash account statements; All cash transactions; All income and expenses; Full trade narratives. This report can be printed and bound into a professional document wherever you are located and branded with your corporate identity.

A white labelled managed portfolio service

We are proud to be an asset management company that offers a full white labelling service to intermediaries that we have built strong relationships with. You can offer your clients a complete discretionary investment management service with all reports, correspondence and web-site access branded with your own corporate identity. This ensures that your clients remain your clients.

Our custodian

The security of clients' investments is paramount, which is why TAM do not seek to hold client assets directly and instead investments are typically held on TAM's behalf with our custodian - Pershing Securities Limited. Pershing are part of The Bank of New York Mellon Corporation (BNY Mellon), one of the world’s largest and strongest financial institutions in the world, unparalleled in terms of their size, security and experience in custody and clearing services. Further information regarding Pershing and their services can be found at their website: www.pershing.co.uk.