We offer the following additional services to our investment clients
All clients receive
- Online access so you can view your portfolio and investment activity securely and easily
- An annual consolidated tax certificate
- A contract note for each transaction
Clients using our Discretionary Investment Management or Advisory Managed services also receive
- Online access so you can view your portfolio and investment activity securely and easily
- An annual consolidated tax certificate
- A contract note for each transaction
- Quarterly valuations and reports
- An outline computation of capital gains
- An account for un-invested cash
- Regular transfers of income to your bank (if required)
- A nominee and custody service
Other Services
Client Cash Account
Cash held as part of your portfolio will be held with either National Westminster Bank or another carefully selected top tier retail bank. Interest rates payable are set out on this schedule.
Nominee Services
In order to deliver the most efficient settlement service we hold all stock for clients in our nominee company, Fiske Nominees Limited. This allows us to handle all the settlement administration on your behalf. However, you remain the beneficial owner of the assets at all times.
