Client Service

We understand that providing our clients with a first-rate administration and reporting service is a key part of building a successful relationship.
 
A client's relationship with Fidelity is headed by a Relationship Director, who is supported by a Client Services Manager. Together, they are responsible for delivering reviews on a client's overall portfolio, providing day-to-day contact on investment, administration and operational issues, and attending a client's annual review meeting. Our clients can be confident all aspects of account management, reporting, product and service analysis, and documentation are handled efficiently and on time.
 
Our reporting facility includes:

• Quarterly Investment Reviews
• Annual Report and Accounts
• Annual AAF 01/06 – report on internal procedures and controls
• Monthly statement and valuation

Segregated portfolios

For our clients with segregated portfolios, we are able to tailor all reporting to suit their needs specifically.

FidelityView

We also provide an award-winning secure online account information facility, FidelityView, which allows our clients to:

• Create custom reports
• Analyse performance and portfolio activity
• Access portfolio valuations
• Read and download current and archived reports
• View documentation and correspondence
• Access Fidelity news, research articles and market news