You work with your financial adviser to decide what you want to invest in, and when to buy and sell investments. Your adviser will then instruct us and we’ll carry out those instructions.
We arrange for a custodian (currently FNZ Ltd) to hold your investments. Your investments are registered in the name of the custodian, but you retain ownership. This allows us to handle all transactions on your behalf and consolidate your portfolio. We’ll also open a Cash Management account for all deposits and withdrawals from your account with us.
You retain control of your investment strategy, but we look after the administration – leaving you to focus on managing and building your portfolio.