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Anagram PMS aims to provide high levels of service for its clients. A dedicated Relationship Manager will be one-point contact for all the information requirements / queries. There will also be periodic interactions between the client and the Portfolio Manager either through electronic media or in person.
A dedicated password-protected web site has been created for clients. The web site (http://www.anagrampms.com) is updated daily and includes the following information:
- Latest Portfolio Statement
- Financial summary comprising an Income Statement and Balance Sheet
- Account statement tracking all Inflows and Outflows
- Transaction details
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