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.
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: