Finely crafted investments

 

Amati AIM IHT Portfolio Service FAQs

Please find below answers to some of the most frequently asked questions for Amati AIM IHT Portfolio Service. Should you wish to discuss another query, please contact us on 0131 503 9115 or email info@amatiglobal.com.

General


Designed to work in association with financial advisers, the Amati AIM IHT Portfolio Service is a discretionary investment management service useful for the purposes of IHT planning. Amati works closely with financial advisers, who will assess the Service and consider whether the solution offered by the Service is suitable as part of each client's overall investment strategy. If you do not have a financial adviser, please call our investor line on 0131 503 9115 or email info@amatiglobal.com.


Application documents can be requested by contacting our investor line on 0131 503 9115 or by email info@amatiglobal.com


Following acceptance of an application form, James Brearley will write to the client confirming acceptance and enclosing a form of Cancellation Notice. Each client may exercise a right to cancel the agreement by notification to Amati within 14 calender days


£50,000


£20,000


£20,000


Clients can exit the investment by giving three months’ notice, although in most cases we would expect to liquidate the portfolio in a far shorter time, subject to liquidity. There are no exit penalties.


Upon receipt of cleared funds, we would typically invest them within five working days. However there may be times, when at the Manager's discretion, the funds are invested outwith this timeframe


The model portfolio is a growth portfolio and any dividends are re-invested into the portfolio.


Yes, the BPR status of each portfolio holding is assessed by Philip Hare & Associates LLP and a report is issued twice-yearly. Any prospective investee companies are also assessed prior to investment. Periodic reports by Philip Hare & Associates, plus monthly internal compliance checks are carried out to ensure that all holdings are AIM-quoted.


To notify us of a change of address, please email info@amatiglobal.com advising of your name, client reference or account number, current address and your new address. Alternatively, you can write to us at the following address:

Amati Global Investors
8 Coates Crescent
Edinburgh
EH3 7AL


To notify Amati of the death, please contact our investor line on 0131 509 9115 or email: info@amatiglobal.com. Upon notification of the death, administrative activity in respect of the Portfolio will continue but no investment activity will take place, pending instructions from the executors or administrators of the estate.

Upon receipt of the original copy of the Death Certificate, Amati will facilitate the preparation of a Probate Valuation, which will incur a charge of £25 and which will be deducted from the cash balance of the portfolio.

We will recognise the executor to an estate upon receipt of the Court sealed office copy of the grant of probate. The same procedure is required if you have been appointed as an Administrator to an estate, but in this case you will need to send us a Court sealed office copy of the grant of letters of administration

Any documents should be sent to:

Outsourced Administration Department
James Brearley
PO BOX 34
Walpole House
Unit 2
Burton Road
Blackpool
FY4 4WX


If you wish to receive our fund fact-sheets by email once available, please email info@amatiglobal.com or call our investor line on 0131 503 9115.

Online Portal


Yes, you can view your portfolio online by clicking here. If you have not already been provided with log on details, please call us on 0131 503 9115 or email info@amatiglobal.com.

Please note that the log on details are case sensitive and if the webpage pre-populates them for you, please clear and enter them manually.


Please try the troubleshooting tips below.

Please ensure the webpage you are using to log on is the Amati branded webpage and not James Brearley. You can log onto the Amati portal by clicking here.

The log on details are case sensitive

If the webpage has remembered your password, please delete this and enter manually

If you are still unable to log on, please contact us on 0131 503 9115 or info@amatiglobal.com


If you have clicked onto the Documents section on the portal but are unable to view them, please try the following troubleshooting tips below:

• Please refresh the page either using the refresh tab on your browser or by pressing both Control (Ctrl) and F5 buttons simultaneously.

• If you have both a General and an ISA account, please check the Documents section under each account.

If you are still unable to view your documents, please contact us on 0131 503 9115 or info@amatiglobal.com