Personalized Administration Plan
The personalized administration plan from our National Bank Trust subsidiary is designed for investors with portfolios valued over $150,000 who want the security of fixed-income investments but don't want to manage the portfolio themselves. The plan is also ideal for investors who spend several months a year away from home.
With a personalized administration plan, you'll benefit from the expertise of seasoned investment specialists and the administrative support of a renowned institution. As a preferred client, you'll receive ongoing attention from one of our advisors, who will personally look after your affairs.
Your portfolio will generally be invested in a short-term bond fund. These very safe diversified investments provide solid stability and guaranteed regular income.
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In addition to including a portfolio management service, the personalized investment plan gives you access to many products and services*:
- assessment of your income and cash requirements
- collection of portfolio income
- payment of various bills
- collection of pension income
- payment of income tax instalments
- preparation of your tax returns (basic income tax)
- preparation of a will
- preparation of a living will (mandate in the event of incapacity)
- Gold MasterCard
*Certain conditions may apply
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