Portfolio Administration

JM Financial Group offers a complete portfolio administration service through its Portfolio Administration Service (PAS). The PAS provides a comprehensive performance tracking and reporting service for your share portfolio. The PAS is available to wholesale investors with at least $500,000 to invest. This service is suitable for individuals, self-managed superannuation funds, family offices, trusts, companies, and not-for-profit organisations who wish to make all the decisions in relation to the composition of the portfolio. Advice is available from JM Financial Group if required.

Please click here for the Portfolio Administration brochure.

Please click here for the Portfolio Administration Frequently Asked Questions.