Our Investment Administration Service enables clients to easily administer & track their investment portfolio performance.
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As your investments grow, so too does the time taken to deal with the associated paperwork.

The Investment Administration Service allows you to be actively involved in your investments while enjoying hassle-free administration of your portfolio.

AT A GLANCE:

The Investment Administration Service offers:

  • Comprehensive Portfolio Administration across a full range of securities.
  • Accurate and Consistent Investment Reporting
  • Securities held by Custodial Services Limited
  • Collection of Investment Benefits
  • Access to Portfolio Lending Opportunities