You are here: Corporate Clients
Corporate Clients
Our corporate clients include companies, charities and trusts. Working with our corporate partners, we offer a flexible and personal service to identify the most appropriate financial solutions whch will help organisations, and their personnel, to flourish.
Employee Share Options
Organisations which offer their employees a share option scheme or share save scheme may like to consider using our dealing services. We offer discounted commission rates on transactions in the firm’s shares.
Share Dealing Services
Helping investors to invest in stock markets is part of our heritage and remains central to our thinking. We also offer similar services for our corporate clients, whether your're a listed firm, a charity or a trust. We understand that knowledge of stock markets and investing varies among organisations, so we have developed a range of expertise and support that reflect these different levels of experience and interest.
Portfolio Management
Your organisation deserves the most appropriate investment advice possible, whether you prefer the Discretionary Account or the Investment Managed Account approach, your organisation would always benefit from a personal portfolio manager monitoring your investment portfolio and the stockmarkets.
Contracts for Difference
Contracts for Difference (or CFDs as they are sometimes called) can be a cost effective and tax-efficient way to invest in individual shares for certain experienced investors, due to the high risk attached with this type of investment.
Nominee Service
Looking after an organisation's share portfolio can be time consuming and confusing, particularly if the organisation has limited resource or internal knowledge of stock markets. Using our Nominee Service means you can hand over the responsibility of managing all your organisation's shares certificates to our experienced and professional staff.
It’s a simple, cost efficient way of handling the settlement of transactions and gives you more time to focus on the demands of your organisation.
Deposit Accounts
The Deposit Account service is ideal for clients of the Discretionary Account, Investment Managed Account or who are frequent traders. It allows us to hold money on your behalf, improving the efficiency of settlement. Interest is paid on the balances held. You will also receive statements and a Consolidated Tax Voucher at the end of each tax year.