Decisions documented, not
How a job with Vw Aureus runs.
The sequence is fixed, and each step is confirmed in writing. Phone during working hours and you will reach a person.
How it works
How a project runs at Vw Aureus, in brief
The sequence is fixed, and each step is confirmed in writing. Tell us what you need and we will reply in plain terms.
- 01
Mandate
Objectives, reporting dates, limits and fees are written down and signed. If a reporting date is close, put it in the first line of the message.
- 02
Records
Statements, deeds and correspondence are collected and listed. A short call usually settles whether this is a mandate or a records job.
- 03
Reconciliation
Every position is checked against a statement and anything unclear is raised. If a reporting date is close, put it in the first line of the message.
- 04
Review note
A short written summary is issued at each date fixed in the mandate. If a reporting date is close, put it in the first line of the message.
Before you ask
What clients ask first, for most clients
Questions that come up before a mandate is agreed. Write a few lines and we will do the rest.
What do you not do, roughly?
Regulated advice, discretionary dealing, tax returns and anything that depends on a figure nobody can check. A short call usually settles whether this is a mandate or a records job.
Is there a minimum holding size?
No, though very small holdings often cost more to administer than the record-keeping is worth.
What do you need to start?
The current statements, the mandate or trust deed if there is one, and a note of what the money is for.
Are you authorised to give investment advice?
No. Regulated advice and dealing are not carried on here and are referred to an authorised firm in writing.
Send the essentials and we will confirm what is possible, what it costs and when we could start. Ask us directly and you will get a straight answer.