Personal Share Portfolios
PSP
Bespoke Share Portfolio directly held or within Compulsory (Retirement Annuities, Living Annuities and Preservation Funds) products.
A Personal Share Portfolio (PSP) is a bespoke portfolio of listed shares and approved instruments, constructed and managed to a mandate agreed with your client. It is available on a directly held basis and within compulsory products, including retirement annuities, preservation funds and living annuities. Your client holds the underlying instruments directly, or beneficially through the product, while our investment team handles construction, monitoring, rebalancing and ongoing management.
- Direct ownership of underlying shares
- Tailored to the client’s mandate and risk profile
- Actively managed by our investment team
- Directly held or within compulsory products (Reg 28 compliant).