Freehold Managed Accounts

Freehold Managed Accounts provide a comprehensive investment administration platform that delivers consolidated portfolio reporting.
It allows investors to tailor an individual portfolio from a menu of Model Portfolios and certain self-directed investments with wholesale rates
of brokerage.

The portfolios are managed by Freehold or by investment managers selected by Freehold.

Freehold Managed Accounts form part of a registered managed investment scheme operated by Linear Asset Management where the benefits include:

OWNERSHIP OF ASSETS: Through Freehold Managed Accounts, your investments are held by a third party custodian. However, you retain beneficial ownership of investments at all times.

TRANSPARENCY: Freehold Managed Accounts allow investors to see the exact make-up of their portfolio, including securities and other investments and any cash balance as at the previous business day.

EFFECTIVE TAX MANAGEMENT: Freehold Managed Accounts give you effective tax management of directly held securities. The amount of CGT payable by you is only affected by the movement of securities within your investment portfolio.

REPORTING: Through a secure online client access login, Freehold Managed Accounts provide consolidated portfolio reporting including valuations, asset and sector allocation, performance analysis and a set of annual, audited tax reports for each investor.

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