Our Investment Broking and Administration service provides the structure, administration and reporting support to help make managing your portfolio easier.
You choose your investments and remain in control of your portfolio. Our team can assist with buying and selling shares and bonds in line with your instructions, provide access to market information and research, and help with the administration that sits behind your investments.
Our Investment Broking and Administration service is designed for investors who want to manage their own investment decisions, while having the administration of their portfolio handled for them.
Through an independent custodian, your investments can be held in one portfolio account, giving you access to local and global markets while simplifying the way your portfolio is managed and reported on.
We take care of the administration behind the scenes, including portfolio records, transaction reporting, income information and regular portfolio reporting. You will receive quarterly portfolio reports and an annual income and tax summary, helping you keep track of your investments without having to manage all of the paperwork yourself.
You will also have secure online access, so you can monitor your portfolio when it suits you.
We can assist with:
Under our Investment Broking and Administration service, you make your own investment decisions. Our Financial Advisers can provide information and research on investments and markets, but we do not provide personalised advice on whether a particular investment is appropriate for your individual circumstances.
If you would like personalised investment advice, we can talk you through our advice services and help you understand which option may be more suitable.
Wealth
