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Nominee Service
An account where shares are held by your broker on your behalf, effectively a custody account for shares.
Make management of your portfolio easier and safer, with quicker and more streamlined settlement
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Cash Management
A service offering an interest bearing account, where dividends are deposited and tax information is provided.
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Certificated Transactions
Processing of transactions where shares are still held in paper format.
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Foreign Currencies
Funds can be held in British pound, Euro, US dollar, Australian dollar, Canadian dollar, Swiss franc, Norwegian krone, Japanese yen, Swedish krona and South African rand.
Flexibility and freedom to manage international portfolios.
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Tax Information
A reporting package which includes periodic valuations and end of year tax package which accounts for income received and transactions undertaken.
Providing a convenient statement of affairs that may assist with tax returns.
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Portfolio Valuation Service
Portfolio Valuations either online or in paper form.