This is a separately managed account (SMA) that allows investors to retain beneficial ownership of stocks, and to view and manage their investment almost as if it were a direct equity investment. At the same time, investors may potentially benefit from significant tax advantages and cost savings through their membership of the service.
The BlackRock Customised Portfolio Service is web-based and easy to log into and use.
Investors (and their financial advisers) can view underlying stocks as a single portfolio. Yet compliance requirements for financial advisers differ very little (and sometimes not at all) from those for managed funds.
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