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The Margetts name has been a feature of Birmingham business life going back to the early years following the formation of the Birmingham Stock Exchange in 1845. Our company is particularly proud to be able to continue this association, with our roots having been established from the Margetts & Addenbrooke stock broking partnership.
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Our company values set out our beliefs and what matters to us, putting you at the centre of everything we do, in order to build a successful long term relationship.
Important policies such as acting to deliver good customer outcomes.Information about the financial security of our funds.Disclosures that provide important information such as the amount of capital we require and hold.
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All UK UCITS and NURS funds must have a authorised corporate director, which provides the framework and governance to operate collective investment schemes.
The role of the transfer agent is to record and manage the register of investors in a collective investment scheme.
Investment Operations covers a wide range of services from Fund Accounting, NAV Construction and Risk Management
Information regarding our Fund Management Services
Details of your current portfolio, including a valuation, breakdown of your holdings and your recent transactions and distruibutions
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This information is provided for information only and must not be considered as investment advice. You should seek professional investment advice before making any investment decision.