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Safe Custody

Safe Custody Solutions

CPT Markets UKs Safe Custody Solutions provide a simple way to oversee the day-to-day administration of your investments, including equities and bonds.

Combined with a 24/7 online valuation overview, CPT provide a convenient way to manage your investment portfolio. This also allows you the ability to quickly settle transactions.

Your investments are in the safe custody of financial professionals, with the peace-of-mind provided when dealing with an FCA regulated entity.

To provide these benefits, CPT Markets UK holds shares on behalf of investors in our nominee company. This means that although you don’t hold shares directly with the companies you have chosen to invest in, you can continue to access all the relevant company information and opportunities.

Advantages of our Safe Custody services include:

  • Shorter settlement periods and swifter transactions
  • Access to up-to-date online valuations
  • Shares held electronically – no worrying about lost/damaged certificates
  • Postal and courier charges reduced
  • Personal administration reduced
  • Peace of mind that investments are in safe custody
  • Portfolio records updated to reflect changes to your holdings
  • A record of all your investment holdings provided annually
  • Tax year end consolidated statements provided
  • Support on corporate actions such as rights issues and take-overs
  • Dividends processed and paid direct to your bank account