Custody Plus

Benefit from the security and simplicity of holding stocks electronically

Is this service suitable for me?

You are an individual investor
You are looking for a simple custody service to securely hold your investments
You have a clear understanding and knowledge of the stock market
You wish to make your own decisions
Farley & Thompson’s Custody Plus is an execution only trading service for investors who have a clear understanding and knowledge of the stock market and the actions they wish to take on their investments.

Whether you are looking to actively buy and sell shares, or would like to use us as a custodian to ease the administrative burden of your portfolio, our experienced team is here to help.

How does it work?

Custody Plus provides a simple and secure way for you to hold your investments and undertake dealing transactions.
All securities will be registered in our nominee, which means your investments and cash are held in trust and safeguarded for you. We will collect all dividends on your behalf and you can choose to receive these as a regular income. We will also inform you if there are any corporate actions on your shareholdings.
When you are ready to make an investment, our experienced dealers will be on hand during market hours to execute your trades, including in UK equities, fixed-interest securities and collective investment funds.

Is it for me?

This service may be of interest if you currently hold share certificates, or a mixture of certificates and electronic holdings, and you are looking for a one-stop alternative.

It may also be of interest if you have received shares as part of a stock exchange listing or from a former employer’s corporate share-save scheme.

We only act on your instructions and will not provide any advice about your investments or whether they are suitable for you.

What are the charges for this service?

We aim to be transparent about our charges so you will always know what the cost of the service will be. Custody Plus charges are comprised of a simple custody charge and dealing commission. Some transactions attract Stamp duty and PTM levy. For the full list of charges relating to this service, please contact us and ask for the Custody Plus Schedule of Charges. The below is a summary of the current structure.
Custody Charge

0.25% on the value of the portfolio
The Custody Charge is calculated on the mid-market value of portfolios monthly in arrears and debited to your capital account.

Key Facts

For investors who want to be in full control
Decision to trade is always yours
Fast and efficient telephone dealing
Income and capital withdrawals at any time
Simple custody fee and dealing commission structure
For definitions, please click on the word or see our Glossary.

For more information please contact us

Pine Grange, Bath Road,
Bournemouth, BH1 2NU
Call Us On
01202 295000
Our mission is to build trust, provide clear and comprehensible advice, be accessible to our clients and strengthen relationships that last across the generations.
Authorised and regulated by the Financial Conduct Authority

Member of the London Stock Exchange

Farley & Thompson LLP is a Limited Liability Partnership registered in England and Wales under number OC324180

Registered address: Pine Grange Bath Road Bournemouth BH1 2NU
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