By acting as plan manager, taking responsibility for buying, holding, selling or redeeming the securities for underlying investors, we leave you free to do what you do best: developing and marketing the plan, and arranging the issue of shares with the counterparty.
With a fully customisable 'menu' of services, we can do as much or as little as you want us to, meaning you get exactly what you want, on your terms.
What we offer you
- Comprehensive safe custody services
- Fully segregated client money bank accounts
- Anti-money laundering checks and verification
- Regular and customisable management reporting
- In house settlement capability
- White labelled client reporting
- Management of IFA relationships
- Dedicated relationship liaison
We tailor our services to meet your needs, and the above list reflects only a selection of the components on offer. For more information and to find out how we can make your business better, call 0207 397 2580 or email our business development team on This email address is being protected from spambots. You need JavaScript enabled to view it. .
