Nominees

As a shareholder there is an increasing volume of often complex and lengthy documentation, which is issued by companies, that requires your attention.  Dealing with this can often be a time consuming and demanding process, both in understanding what is required of you and when completing the paperwork.

This is where you and your clients will benefit from using our nominee service, as we have a dedicated administration team which will deal with this on their behalf, saving valuable time and effort. If attention is still required, we will contact you explaining the 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 clients' investments on their behalf, we issue valuations in April and October annually, together with account summaries showing any dealings undertaken, and an end-of-year tax pack in April.