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Options that may affect the costs of your investment, tax implications and the way you can monitor your investments.
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.
Learn more about the services we offer.
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.
Meet our Executive Team and Board of Directors and find about more about them.
Discover how we are using our business to lead a global movement for a more inclusive, equitable, and regenerative economy.
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
View valuations and risk rated reports
See which services are active
View details of your adviser
See who you are linked to
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.
We use the personal information you provide to communicate with you about questions, issues or other matters you wish to raise with us. Our legal basis for processing your personal information is legitimate business interests of communicating with clients, partners, other organisations and members of the public.
We will not use this information for any form of mass marketing, but will contact you if you have requested information on Margetts or our products or services or made a specific enquiry.
We do not disclose this information to third parties except if required by law. Data will be held for a minimum of 1 year after completion of any action, or until the end of any contract which is defined as 7 years after the last transaction that leaves a zero balance in your account(s).
For more information about how your data is processed, retained and deleted or to read more about your rights and how to exercise them under the General Data Protection Regulations (GDPR) please read our Privacy Notice or contact dataprotection@margetts.com
If you are not happy with the way we have handled your data, and are unable to resolve the issue with us personally, you can complain to the Information Commissioner’s Office (https://www.ico.org.uk)
