The Service
Close Personal Share Dealing Service provides a privileged approach to trading, offering professionalism and efficiency with a highly personal touch, making trading simple, even for those without much experience.

You can buy and sell investments in any of the world’s major markets, with a single phone call. Our team of experienced dealers simply springs into action. And, because we hold your investments, on your behalf, you don’t have any complicated forms to fill out.

Personal Service
Our dealers will keep you constantly up to date with the progress of your transaction, providing you with a uniquely Close personal link to the world’s markets.

And, of course, they also have access to broker information, which can be of value to you.

Detailed Reporting
In addition to keeping you informed as to the progress of your transaction, once it is completed, you’ll receive Contract Notes which provide you with full details.

You can also elect to receive a trading statement, on the underlying account, showing all cash movements, in and out, of your client account. And, a monthly valuation that shows your total holdings, the purchase price, current price and value of your portfolio.

Reporting can be done in the currency of your choice.

Competitive Pricing
You can set a price limit for purchases and sales, and our dealer’s task is to complete your transaction at the best possible price. This is achieved through their access to a wide range of international brokers.

Efficient Trading
As a client, you will have a cash account, incorporated in the Share Dealing Service. 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.

Benefits
With our Personal Share Dealing Service trading is made easy 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