Our experienced and highly knowledgeable team take a holistic approach to all client money and custodial services. This means that we work in partnership with you and across all areas of the business to make sure that your business is fully compliant.
We can hold securities on your behalf, drastically reducing the risk of misappropriation of your assets. Capable of tracking, settling and reconciling assets that are acquired directly or indirectly by investors, we assign you with a dedicated manager so you can receive a focused and accessible service.
We can also help you to compliantly manage all the administration requirements of setting up and running investments with finesse and confidence, as well as providing ISA management services.
Given that the Retail Mediation Activities Return (RMAR) has been extended to incorporate wider reporting, client money and custodial services have never been more important.
We know how to correctly segregate investment management operations. Ensuring full compliance with relevant regulatory stipulations requires ongoing investment and is often dependent on legacy providers and technology.
Our knowledge and experience of deep integration with our banking partner’s technological infrastructure is evident is the prowess of our platform. We can process high volumes of transactions without manual intervention. Not only that, the technology is fully scalable to meet evolving commercial needs.