Investment Administration Service

Our Complete Investment Administration Service

The Investment Administration Service has been designed to help streamline your investment paperwork, but leaves you in control of all decision-making associated with your portfolio.

The Investment Administration Service is ideal if you want to actively control your investments but are too busy to attend to the day-to-day administration associated with your investments.

The Investment Administration Service also offers comprehensive reporting on the performance of your portfolio. A consolidated tax statement at the end of your tax year simplifies the management of your investment tax obligations required for Inland Revenue Department returns.

As an Investment Administration Service client, you also have access to client-only research and portfolio monitoring tools on our website.

 

At a Glance
Comprehensive Portfolio Administration Detailed portfolio reporting End of year tax reporting Collection of investment benefits Craigs Investment Partners Cash Management Account Access to Craigs Investment Partners research Client-only access to our website