We offer telephone, internet & postal dealing facilities to agents who are dealing on behalf of their clients. These include Financial Advisers, Solicitors, Accountants & Fund Managers.
There is a dedicated team in place to look after all aspects of your account and answer any queries you may have. Our aim is to offer a dealing service that is tailored to meet your requirements. The services and benefits available include:
In addition to the above the following settlement services are available when opening client specific accounts:
Stock may be held electronically in our nominee name, on your behalf, rather than holding paper share certificates. This speeds up settlement and can reduce the administrative burden of holding shares in certificated form.
We can also offer clients CREST sponsored membership, the electronic settlement system. Under this arrangement, share holdings are "dematerialised" which means that certificates are no longer retained and stocks are held electronically within CREST. The CREST sponsored member's name remains on the company register therefore dividends and company information will be sent directly to them.
We can open a cash deposit account for any individual dealing account. Accounts are maintained with an approved bank and interest is applied biannually. The proceeds of sales and the cost of purchases are respectively credited and debited to the account.
If you require further information on any aspect of our services or an application pack we would be delighted to speak with you.
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Before proceeding please read our risk warnings