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 both wholesale and retail investors. You make all the decisions in relation to the composition of your 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.