Portfolio Administration

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Portfolio Administration

This Service entails carrying out a detailed analysis of investment positions to ascertain appropriate returns yet unclaimed. Our objective is to consolidate all outstanding corporate actions and automate investment return process. 

Features:

  • Stock and dividend reconciliations with the Registrars
  • Name and address change at the Registrars and CSCS.
  • Revalidation of dividend warrants and e-payment mandates
  • E-mandates of corporate actions
  • Direct credit of outstanding shares
  • Our team of professional brokers review your portfolio and advise trading strategies that strive to produce positive returns in the long term.