Activity Reports

The Providence team undertake an extensive due diligence process searching for investment opportunities to maximise risk adjusted returns for our clients. As we are independent and asset class agnostic, we are able to review a broad range of direct and listed investments across global multi-asset classes. We are committed to providing our clients with transparency and will only derive revenue from our stated fee for advice.  This means we refund any commissions received on funds, stock placements or referrals and each opportunity is based solely on its merits regarding risk and return. It is important that our clients see the work that we undertake behind the scenes on their behalf. Every six months we produce an Activity Report which details this information.

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