Fiducia Mastertrust

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The Fiducia Mastertrust account is at the heart of our Financial Planning process. It provides you with a single, integrated financial investment management service together with a secure, 24 hour, on-line facility to view the composition and performance of your portfolio.

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The account is able to hold a wide range of investment assets. It also incorporates the latest open architecture technology, giving direct access to the full range of tax planning wrappers needed to construct a comprehensive financial plan.

The Benefits of the Fiducia Mastertrust

  • One single account for all your financial planning investments
  • Multiple tax wrappers
  • Fully integrated investments management
  • Overall ability to control the risk taken with your investments
  • Full transparency
  • 24 hours on-line access

Further information about Financial Planning:

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Nine-tenths of wisdom is being wise in time.
Theodore Roosevelt
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