The Investment Administration Service is likely to be right for you if:
- You like to be in control of all your investment decisions including the make-up of your portfolio and individual selection of investments but
- You are too busy to attend to the administration associated with your investments, or you would simply prefer it be taken care of by professionals or
- You want to stay informed about events affecting your investments (e.g. dividends; share splits) but don’t want to deal with the associated paperwork
The Investment Administration Service is also suitable if:
- You own international shares and wish to avoid the costs and delays of having share certificates issued and physically delivered to you
- You wish to consolidate your investments into one place and easily track your investments
- You travel frequently or live overseas and want to know that the administration associated with your investments is taken care of while you are away
- You want to avoid the resealing of probates in other countries for estate planning purposes
- There is no establishment fee for transferring existing investments to the Investment Administration Service
- A six-monthly administration fee is calculated on the value of the portfolio at the end of each six-month period
- Any charges are automatically deducted from available funds in your Craigs Investment Partners Cash Management Accounts
Full details of our fees are available from a Craigs Investment Partners Adviser.
Portfolio Administration fees are generally fully tax-deductible. We advise that you check with your tax adviser to confirm your particular situation