International Advisory Branch
The Advisor Account
The RBC Investments Uruguay Advisor Account offers you the
ideal vehicle for a comprehensive portfolio approach to managing
your asset-allocation, risk-management, and lifestyle planning
needs. You work directly with a professional Investment Advisor,
and you are backed by the strength, security and resources
of Royal Bank of Canada.
With an Advisor Account, you have access to the complete
spectrum of RBC Investments Uruguay investments and services,
our implementation skills, and our evaluation tools to help
you reach your long-term goals - all for an asset-based price.
The Partnership Approach
The Advisor Account offers you an alternative to traditional
transaction-based brokerage fees and service charges. Instead
of paying commissions at the time of each transaction or
service, you pay a quarterly fee based on the value of your
portfolio’s assets. You and your Investment Advisor
can now focus on seeking to increase your net worth and on
reaching your financial goals, rather than on individual
transaction costs.
You Retain Involvement with Your Portfolio
The Advisor Account is a partnership-based full-service
brokerage account, not a discretionary money-management program
where others make the decisions on your behalf. You make
or approve all investment decisions, working in partnership
with the benefit of professional advice from your personal
Investment Advisor.
The Predictability of Asset-Based Fees
The Advisor Account is a package of services and investments
to help you create and execute your investment plan, monitor
results, and make the appropriate adjustments to suit changing
market conditions and your personal goals. The Advisor Account’s
asset-based pricing system gives you the opportunity to pre-determine
the cost of RBC Investments Uruguay services in advance,
giving you greater freedom throughout the year to implement
your investment strategies. As your assets increase, you
benefit from fees at lower rates.
A Flexible Long-Term Account
No matter how your personal financial situation changes
over time, your RBC Investments Uruguay Advisor Account can
help meet your family’s needs. You should derive the
greatest value from your Advisor account in years when you
or a member of your family experiences a major milestone
or lifestyle transition. This is because the Advisor Account
allows you to fine-tune your portfolio to suit your circumstances.
Extensive Communications to Help You Manage the Process
On-line Account Access:
For qualified accounts you can view your account status,
including the status of your orders, activity and account
history.
Portfolio Review Statement:
This one-page addition to your normal statement provides
a convenient summary of activity within your portfolio on
a quarterly basis. It is designed to make it easier for you
to understand how the value of your portfolio has changed,
in dollars and cents terms, over various time periods. This
statement gives you all the information you need to make
informed investment decisions.
Client Communications:
Almost every RBC Investments Uruguay monthly statement includes
informative articles on topics of investment interest, such
as insights into investment alternatives, as well as broader
issues such as retirement and estate planning.
An Account For All Your Financial Needs
You can place any or all of your accounts under their own
Advisor Account status, giving you a predictable, fee-based
way for you and your Investment Advisor to plan more efficiently,
and more effectively to meet your current needs and future
goals.
To convert any account from commission-based to fee-based,
you simply place the account under the general umbrella of
the Advisor Account.
The Advisor Account can also help you reduce risk and potentially
improve your long-term investment returns. As a fee-based
pricing alternative, the RBC Investments Uruguay Advisor
Account enables you to focus on your portfolio investment
strategy, to reassess that strategy when necessary, and to
reallocate assets to meet changing market conditions - without
additional fees and charges.
For more information on The Advisor Account, contact your
RBC Investments Uruguay Investment Advisor or contact one
of the Investment Advisors in this location:
The price and value of investments can
fall as well as rise and investors may not get back the amount
originally invested. The regulatory regime, including any
investor protection or compensation schemes may well be different
from your home jurisdiction.
Depending on your citizenship and/or
residency, some or all of the products and services described
in this website may not be available to you or may only be
available to you from certain Royal Bank of Canada Global
Private Banking offices.
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