Investment Administration Service
Our Investment Administration Service is suitable for you if you wish to develop your own investment strategy, make your own investment decisions but want to streamline your administration. With this service, all adminstration for your portfolio is managed by our custodian (Custodial Services Limited) to save you time and worry; including the facilitation of corporate actions, contract notes, receipt of income (dividends), and tax reporting.
At a Glance
- Comprehensive portfolio administration
- Detailed portfolio reporting
- End of year tax reporting
- Collection of investment income and processing of corporate actions
- Craigs Investment Partners Cash Management Accounts
- Access to Craigs Investment Partners market research
Disclosure StatementIn accordance with the Financial Advisers Act 2008 (The ‘Act’) and the Code of Professional Conduct for Authorised Financial Advisers, this Investment Administration Service (‘IAS’) is a class service and anyone receiving this IAS service will not receive a personalised service involving personalised advice as defined by The Act. This means that in providing the IAS service we will not consider whether IAS is suitable to your personal circumstances, and will not take into account your financial position, financial needs, financial goals or risk tolerance. You should therefore consider your personal circumstances in determining whether IAS is suitable to you.
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