A
Close Look
A ‘one-stop shop’, providing the fund manager, investment manager,
or intermediary, trading on a client’s behalf, with an easy, personal service
that facilitates hassle-free trading in stocks, shares and other securities (including
unit trusts), in any of the world’s major markets.
The Service
We, at Close, pride ourselves on our growing reputation as the ‘professionals
for the professional’. In keeping with this approach, Global Custody Services provide you with a high degree of professionalism and efficiency
with a personal touch.
This is coupled with robust systems and experienced personnel, to provide
a secure and safe environment that allows you to trade stocks, shares or collective
investments, with a single phone call.
Personal Service
We understand that each corporate client has unique requirements. By developing
close personal relationships, we are able to understand your requirements
and tailor a package to suit you.
Detailed Reporting
We appreciate how important information, regarding the progress of a trade,
can be to our corporate clients. This is why our dealers will keep in contact
with you, providing constant updates regarding pricing and stock availability,
and giving final confirmation of the outcome of the trade.
You will receive Contract Notes after every trade. Trading Statements and
detailed valuations can also be provided and tailored to your requirements.
Competitive Pricing
Our dealers have access to a wide range of international brokers, providing
them with the opportunity to search for the best possible prices, when undertaking
your transactions. It is this access to the market which allows us to fill
limit orders to buy or sell, for clients, so successfully.
Efficient Trading
As a Corporate Custody Services client, you will have a cash account, which
can be held in multiple currencies. This allows our custody team improved
control over the transaction, simplifying the settlement process and ensuring
that buy and sell orders can be completed easily.
It also allows you an additional degree of monitoring and facilitates improved
reporting, for clients.
Benefits
Our Corporate Custody Services aim to make the professionals life easier with:
- access to the world’s major markets
- multi-currency dealing
- comprehensive and detailed reporting
- collection of dividends
- collection of bank interest
- managing corporate actions, such as name change and share splits
- administrative support
- proxy voting facility
- stock transfer, in and out
- confidentiality, through nominee service
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