We use the latest technology for our client administration. All paperwork is handled on the client’s behalf, including all relevant arrangements for settling purchases and sales.

Clients are provided with a confirmation each time a transaction is executed on their portfolio. They also receive the following reports at regular intervals throughout the year:

• Cash statements
• Custody
• Valuation packs
• Annual tax packs with consolidated tax vouchers (if required)

Dividends collected on the client’s behalf and credited to each portfolio, may either be paid out to the client or accumulated within the portfolio.