Performance of Securities Wrap Portfolio for 2017

Since 2016, I have been talking about this Securities Wrap service which some of my clients had adopted. Let me briefing explain how this Securities Wrap service works. Traditionally, it has been part of the securities regulations that Trading Representatives like me are not allowed to give advices on client’s investment positions. Trading advices like what and how much to buy or sell are not allowed. Hence, it is tough for Trading Representatives like me, whom practises prudent financial investment management, to help clients to improve their investment strategies. At the end of 2015, Phillip had introduced this Securities Wrap service which allows Trading Representatives to advice their clients. This empowers me to have an overall view of client’s investment portfolio as their share holdings are to be transferred into custody by Phillip. This allows me to keep track of the corporate actions …