Private Clients- Additional Services
Client Deposit Account
We are able to hold client monies with the Royal Bank of Scotland but currently no interest is paid on these funds.
We offer ISAs (Individual Savings Accounts) and also the facility to transfer an existing ISA to Fiske from another Plan Manager.
Where appropriate, we encourage clients to make the best use of this tax efficient saving vehicle.
SIPPs and SSASs
We offer clients with Self Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs) the opportunity to invest their funds on a discretionary, advisory or execution-only basis.
We are able to advise on the management of income draw-down and the income and growth investment profile of such schemes. We work with third party providers who handle the administration of these services.
For fast and efficient settlement we encourage, but do not oblige, clients to use our nominee company, Fiske Nominees Limited. We can deal with all settlement administration on your behalf. Your stocks and shares are held in a safe and secure depository, designated for each client. You remain the beneficial owner of the assets.
We offer a safe custody facility for those clients who wish Fiske to hold their stock registered in their own name in certificated form.
In addition to receiving and holding securities for you, we are able, with your consent, to exercise rights and attend to other benefits, such as dividends and bonus issues, relating to your securities.