This is where you will benefit from using our nominee service, as we have a dedicated administration team which will deal with this on your behalf, saving you valuable time and effort. If your attention is still required, we will contact you explaining your options in a straightforward manner.
In addition to making general administration easier, holding stock in nominees also allows for easier settlement, particularly as stock markets reduce standard settlement periods.
Our nominee companies are separate entities from Barratt & Cooke Limited; which, in accordance with the rules of the Financial Conduct Authority, allows us to keep clients’ assets segregated from those of the firm, ensuring that they are safeguarded on clients’ behalf.
As we would hold your investments on your behalf, you will receive valuations in April and October annually, together with account summaries showing any dealings undertaken, and an end-of-year tax pack in April.