Bespoke Products
Matrix can create bespoke products / fund mandates for wealth managers, charities, trusts, private and institutional investors. Products are tailor-made to meet your client's specific fund objectives. Whether seeking income or growth and taking into account suitable risk/return profiles, Matrix can white label products.
Key Features:
- Bespoke factsheet and reporting of monthly prices
- Full transparency on fund level
- Direct access to the Fund Manager
- Bespoke charging structure including management fees and performance fees
Structure and Taxation:
1. Open End structure subject to Income Tax through SIPPS, SSAS, Offshore Bonds, Charities and Trusts
2. Closed End structure subject to Capital Gains Tax through ISAs / PEPs, UCITS, NURS
For more information please contact Bespoke Product Sales: 020 3206 7222