… supporting your independence

We offer a comprehensive nominee service whereby all the administration regarding the shareholdings is dealt with by us. When a decision is required in respect of a corporate action you will be contacted and, should you wish it, we will offer advice.

Dividends on nominee holdings are received by us on your behalf and paid into a cash management account. You have a choice of how frequently you would like to receive this income or whether to reinvest it into your account.

You will receive a valuation of your holdings and accompanying transaction and cash schedules every six months as well as a quarterly statement of assets and at the end of the financial year, we will provide a composite tax voucher summarising income received.

It is not possible to receive individual company Reports & Accounts for stocks held in our nominee but these are now freely available on the investee company’s own website and we will be happy to help you locate the document.