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Transfers

We can manage the transfer of your client’s assets from another investment manager, insurance company, bank, unit trust/OEIC provider, platform provider or certificated holdings.

Our operations team can arrange to either transfer the securities in-specie or to sell them and transfer the cash. The team will also load the book cost history, where provided, into our system for tax reporting. We do not charge for these services.

Providers

Custody

Our preferred provider of settlement, custody nominee and associated services is Platform Securities LLP, wholly owned by FIS Global Inc

Platform

We also work with the following platform providers

Offshore Bonds

Albert E Sharp also has custody agreements with the following offshore bond providers

SIPP

Albert E Sharp also has custody agreements with the following SIPP providers