How does it work?
The client decides what percentage of their annual portfolio gain to donate to charity when opening their account.
TAM will donate the same percentage from our annual fee, and the client's financial adviser may also choose to donate an equal percentage from their annual fee.
The client's chosen charity will receive their donation and TAM's donation, plus possibly more from their financial adviser and HMRC Gift Aid.
If in any year clients do not make a profit, they will not make a donation. However, TAM will still donate to their chosen charities, and the clients' financial advisers can choose to do so too, providing the charities with a long-term sustainable income stream.