We offer telephone, internet & postal dealing facilities to intermediaries who are dealing on behalf of their clients. These may include Financial Advisers, Solicitors, Accountants & Fund Managers. The nature of this account will meant that we will classify you, the agent, as our client and as such, we will only deal with you.
We have a dedicated department to look after all aspects of your account and answer any queries you may have. Our aim is to offer a dealing service that is tailored to meet your requirements. The services and benefits available include:
Risk Warning - The information on this page is for professional advisors only and should not be used or relied upon by anybody that could be considered a retail client.
The types of scheme we deal for includes Self Invested Pension Plans, Small Self Administered Scheme and Funded Unapproved Retirement Benefit Schemes.
View DetailsAgentrade has been designed to complement the telephone, fax and postal dealing services that have been growing successfully for over 10 years, allowing greater control and access than ever before.
View DetailsIn addition to the above the following settlement services are available when opening client specific accounts:
Stock may be held electronically in our nominee name, on your behalf, rather than holding paper share certificates. This speeds up settlement and can reduce the administrative burden of holding shares in certificated form.
We can also offer clients CREST sponsored membership, the electronic settlement system. Under this arrangement, share holdings are "dematerialised" which means that certificates are no longer retained and stocks are held electronically within CREST. The CREST sponsored member's name remains on the company register therefore dividends and company information will be sent directly to them.
If you are at all unsure about which settlement arrangement will be the most suitable to you and your clients do not hesitate to contact us and we will be more than happy to discuss your requirements prior to opening an account.
We offer the facility to open a cash deposit account for any individual dealing account. Accounts are maintained with an approved bank and interest accrues daily and is applied biannually. The proceeds of sales and the cost of purchases are respectively credited and debited to the account.
If you require further information on any aspect of our services or an application pack we would be delighted to speak with you.
Please contact us on:
Risk Warning - The information on this page is for professional advisors only and should not be used or relied upon by anybody that could be considered a retail client.