Client Definition:

• In order to qualify for WM, a client needs to have assets between £50,000 and £500,000.
• For initial investments there is typically a charge of 3% of the amount invested which is charged according to the size and complexity of the case.
• The annual charge will be 0.5% of the funds under management.
• This entitles the members to receive an annual internal review and a written report.
• Lorica will provide a series of model portfolios which will be the basis for recommendations by the adviser.
• The model portfolios will be regularly reviewed by the Lorica Investment Committee assisted by our research partners.