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What Happens Next

Three Steps to
Your New Portfolio.

01
Right Now

Create Your Account

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02
Within 2 Hours

We Reach Out

Your dedicated wealth manager will contact you on WhatsApp to confirm receipt and answer any questions.

03
Within 48 Hours

Portfolio Delivered

A fully rebuilt, personalised portfolio — your Core holdings and first Satellite picks — delivered to your inbox.

Bookmark This Page If you close this page before creating your account, you can always return to patersonadvisors.com/confirmation — or use the "Just paid?" link on the Sign In page.