Portfolio Administration

At Donegal Wealth, the Portfolio Administration Service reduces the complexity of managing your investment portfolio by providing a flexible and simple administration solution.

The Portfolio Administration Service makes it easier for you to track and manage your portfolio, by giving you a single, consolidated view of the investments held.

It also makes it easier and more efficient to prepare your income tax return. At year end, an accurate tax report covering all the specific investments held within your portfolio is provided, detailing income derived, expenses incurred and a capital gains position in respect of your account.

The Portfolio Administration Service provides:

- Greater control over your investment portfolio.

- Easy to understand reports.

- Access 24/7 online to your consolidated investments.

- Comprehensive Portfolio Performance Reporting.

- Consolidated Taxation Reporting.

- Access to wholesale investments, direct shares, Bonds & Term Deposits.

PORTFOLIO ADMINISTRATION SERVICE