Taking care of your money
Whether you are a discretionary or an advisory investor, you can benefit from our nominee services.
Nominee services
The Rowan Dartington Nominee Service holds your assets on a trust basis, which means they are held in trust for you by the firm and you remain the beneficial owner of the stock at all times. Our nominee service offers:
- Collection of dividends
- Income payments direct to your bank account
- An annual Comprehensive Tax Certificate for both UK and overseas securities
- All corporate events dealt with on your behalf direct with the companies
- Full valuation and Capital Gains Tax reporting (subject to full history)
- All your stock and cash held in trust
Crest personal membership account
Crest is the central electronic settlement system for the London Stock Exchange and most UK equities are held in Crest. A Crest personal membership account allows you to have all Crest eligible assets held in electronic form in Crest, but your name is retained on the register with the company. This enables you to receive all dividends and company reports direct from the company. Also, as the assets are held electronically, you are no longer required to sign transfer forms to settle trades.
We’re here for you
To find out more, please call
0117 933 0000
invest@rowan-dartington.co.uk
If you are an existing client please contact your branch directly >