For the discerning client with $500,000 or greater to invest, Managed Accounts are available. These are carefully customized to cater to clients' individual profiles with regards to risk comfort level and performance expectations. The latter are determined by completion of an extensive asset allocation questionnaire and investment policy statement (IPS), both of which are agreed to with the clients. There are no commissions charged on these accounts, which are fee based and are fully deductible for taxable accounts. Clients benefit from participation in a full range of investment alternatives, within the framework of the IPS. For example, they are in a position to take advantage of opportunities to acquire attractive new securities issues where availability is dependent upon rapid response and flexible actions.

Fully detailed client information is given, including all portfolio holdings and valuations, transactions and asset allocations. Additionally, quarterly management reports are provided showing portfolio performance against selected, agreed criteria.

THE ADVANTAGES OF THE DUNDEE MANAGED PORTFOLIO PROGRAM

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