We deliver an efficient administration service developed over years, offering advantages to both professionals and their clients.
Under specific circumstances practitioners are required to hold funds in Trust on behalf of their clients. Should the practitioner receive instruction from clients to invest these funds on their behalf, our company handles the administration of these investments as governed under the auspices of the professional’s governing bodies.
Investments are placed with Investec Private Bank through a secure online banking system specifically designed for third party fund administration where clients earn competitive rates.
The practice principle maintains control of his clients’ funds although the firm has little admin responsibilities. The banking system further complies with industry body rules such as Law Society requirements.
Our administration services
Our range of administration services include:
- Open new client accounts
- Individual transactions
- Monthly statements
- Account closures
- Property Guarantees
Our Service Commitment
Charter Fiduciary Administrators undertake to
- Act with enthusiasm and integrity in all dealings
- Honour agreed service levels with introducers
- Keep accurate records
- Keep up to date with the rules and regulations of the professional’s industry bodies