How do I start a DSP?
You can start your DSP with cash, an existing share portfolio (“legacy” holdings) or a mix of both. Your cash will be deployed to purchase a share portfolio when stocks are at prices the Clime Investment Team believe are appropriate to meeting the objectives of your portfolio. Note that this can take some time and in some cases up to 1 year, as we endeavour to wait for the right market conditions.
If you elect to have your existing share portfolio managed by us within a DSP, we will first of all evaluate your portfolio. We will sell, buy or possibly retain some stocks. Over time, your shareholding will be managed to deliver on your investment objectives.
We offer a complimentary portfolio assessment for anyone who qualifies as a wholesale investor. You can request this portfolio assessment via the link here