Private clients » Become a client
If you are interested in the material on this website and would like to investigate further, please make contact with the Private Client team on 020 7225 9450 and set up a convenient time for us to meet so we can present in more detail all that we aim to achieve for our Private clients at New Star. Our team is dedicated to providing outstanding service and in order to achieve this we have set a minimum investment portfolio size of £500,000.
Presentations
Our initial presentation will expand on the features described within this website. It will provide a good opportunity to meet the team and ask any questions about our culture, processes and investment philosophy. Having seen our presentation, if you wish to consider becoming a New Star client we will ask you to take away a 'Know Your Client (KYC)' questionnaire. This should be completed with the help of your adviser.
Follow-up meeting
If you wish to proceed, a second meeting will be set up to discuss key issues concerning your future investment needs based on your responses to the KYC questionnaire. These will cover your investment objective, risk awareness, tax implications and optimum time horizon. At this point you can discuss the most appropriate New Star risk strategy with your financial adviser.
Documentation
Regulatory requirements for new clients are stringent but clear cut. We will require you to complete and sign an Investment Management Agreement and provide documentation to satisfy anti-money laundering requirements. For an individual this will involve providing proof of identity, such as a passport and proof of address, such as a recent utility bill. We will advise you at the meeting if any further documentation is required.
Transfer
You may be investing from cash or you may have an existing portfolio managed elsewhere. Either way, the transfer process is undertaken by the asset transfer team at Raymond James and we endeavour to make it as smooth and efficient as possible. We can discuss the most cost-effective way of making the transfer at our meeting.
Fees
We do not want everyone to know how cost effective we are. We will happily set out our fee structure at the presentation stage. Suffice to say that, like everything we aim to achieve at New Star, our fee structure is simple and transparent.
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Naturally, we would be delighted to discuss any queries with you. Please call us on: (020) 7225 9450 Literature
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