Solicitor connections

This website provides very useful resources, information and tools, but most importantly, it provides the ability for clients and their nominated professional advisers to access investment and pension portfolio details, to obtain fund holdings breakdowns and instant valuations, all online.

We have installed innovative information technology systems that are specifically designed to be used by and to assist our solicitor introducers;

For those acting in the capacity of "an attorney" or "a trustee"

we believe our systems are second to none.

Real Time Valuations - We are able to provide you with access to "real time valuations" for the investments and specific funds for which you as an attorneys or trustee need information. You can obtain up to date valuations across a very wide range of investments, from cash deposits to managed funds through to direct equities invested across several different financial institutions. This information is available at any time, 24 hours a day, simply by logging through a secure server into our back office system. *

Notes

*Not all financial institution's are able to supply values that are able to be updated automatically, but by way of an "inter specie transfer" (which does not create a chargeable event for tax purposes) it is often possible to retain investments but move them on to a “platform” that will enable you or your clients to obtain automated values via our portfolio information system.


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