Your Individually Managed Account is always accessible online. In addition, by being part of Clime, you have unique access to one of our experienced Private Wealth Advisers to help you achieve your goals. You have access to our regular market information and updates prepared by our Investment Team and you will get a statement detailing performance and fees quarterly. There is of course an annual statement which is produced in September to assist you with your tax return.
Transparency is one of Clime’s core values. We are upfront with respect to what we invest in, how we invest and why we choose particular investments. Our Private Wealth Advisers meet with our clients regularly and can also arrange for exclusive briefings with Clime’s investment team for you to hear directly about the issues being considered in managing client investments. We also encourage you to attend any of our investment briefings, where you can meet with our management and investment Teams face-to-face.
A listing of events and dates is available on our Clime Events page. We look forward to meeting with you in person.