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Created 13th April 2023 - Mark.C Handover - Coggle Diagram
Created 13th April 2023 - Mark.C Handover
Fidelity Qs
Transistion
. Transition from client/advisor AC to self-managed?
Keep access to existing transaction history
Process
How long
Cash Management Account Ref: **
224** - how can we see that?
Blocked to us% paid on cash (1.6%) / fees? (zero on cash) --> Changes in July
DAW-*03585 - fees £0.02 anything can be done?
Mark.C
a) Current market situation?
b) Update you on my
current financial picture
/ Discuss My Portfolio Mix / Risk Tolerance
c)
Future recommendations
you may have? Last summer (Bond Inversion / US). Interest rates? Bonds/US etc.
d) Client/FA to Self-Managed Account
Keeping account history
Dad's ISA & Share Dealing records
Monthly income funds - profit/capital?
Qs
LF Woodford Fund
How much was paid in?
How much got back?
How much lost?
Why not said anything?
Dissapointed