What is the Discretionary Service?

Why Choose Our Discretionary Service?

How Does It Work?

Is it right for you?

CSS Discretionary service provides a range of bespoke investment capabilities fine-tuned to diverse client requirements.

*Minimum investment is £50,000. The minimum timeframe for the CSS Discretionary Service for professional clients is six months.

Next Steps

In order to be classified as a Professional Client under the FCA Client Classification rules, CSS is required to assess a client’s expertise, experience and knowledge of the services the client is looking to undertake. This will be undertaken as part of the fact find we undertake with you when exploring how the Discretionary Service can benefit your investment profile.

CSS is also required to assess whether a client satisfies 2 of the following 3 FCA qualitative requirements. These are:

Different criteria apply for charities, and corporate clients and we will be able to advise you on the requirements if this applies.

What are the costs?

The CSS Discretionary service is highly competitive. Please contact us for more information using the below details.

Ok, I’m interested, what do I do next?

Great! We want to make sure that all your questions and concerns are answered so we would advise you to join us at our office so we can take you through the details of the service and fully explain the options available to you. We advise you to either call, email or meet us at our office and if that is not convenient, we can come to you or a mutually agreeable location.

We can also take you through the Client Risk Questionnaire and give you an indication as to which approach is best suited to you.

Contact Wayne Collins

020 7153 1128 or email: wcollins@css-investments.com

Collins Sarri Statham Investments Ltd. CityPoint Building, 1 Ropemaker Street, London. EC2Y 9HT.

Tel: 020 7153 1128

Contact Wayne Collins

Contact Wayne

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