Client service, professional integrity and technical excellence

Investor Services

We have a vast amount of experience dealing with investors drawn from the institutional, family office and retail sectors. We are able to provide the following services:

  • receive subscriptions, vett customer due diligence, issue contract notes
  • investor website facility
  • provision of investor statements and ad hoc investor reporting / communication
  • registration, dividend and transfer agency services
  • distribution of valuations, shareholder statements and financial statements
  • distribution of shareholder notices and hosting AGMs

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