Scheduled Maintenance

We will be completing essential updates to this website which will take place from 8:15am on Wednesday 1st February and will take up to 30 minutes.
If you need to contact us, please call 0121 236 2380 during office hours or email
Apologies for any inconvenience caused.

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.

Transfer Agency

Investor Registration

The transfer agent records investors’ details and holdings to maintain the register of a fund.

This service is provided in-house, which allows us to control the service offered to you.

We have a wide range of services including periodic adviser charging and ISA products which sets us apart.  We specialise in running large direct retail investor registers, which can cut costs as well as working with all major platforms with straight through processing.

We use both best in class external technology for peace of mind and proprietary systems which allow us to develop new technologies.

Our systems are able to control reporting, allowing greater flexibility in how you share information with investors, whether it be via custom reports, websites or apps.