Administration and Reporting convenient and transparent
To maximize your investment returns we take up selective entitlements for you.
We receive all correspondence from the company registries. We manage the whole process for you, ensuring that you receive your full entitlement. We proactively manage corporate actions, so in the event your entitlement letter goes missing we obtain a new one from the registry.
You are able to view your portfolio, including all shareholdings and transactions, at any time on our website.
In addition you will receive a quarterly report which shows the above mentioned information as well as the performance for the quarter.
When it comes time do your tax it is as simple and easy as taking one consolidated report to your accountant.