investment administration - custodianship
Tracking investments in today’s fast moving business world
is a specialised area requiring expert skills and faultless technology.
Our staff are highly trained to provide a premium service in
investment administration and use a sophisticated software system
to ensure that every movement in and out of your portfolio is
correctly accounted.
Mutual Trust provides the following professional services to complement
your investments:
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- Custody of share scrip
- Placement and settlement of all buy and sell orders
- Processing dividends and income receipts
- Administration of share splits, bonus issues, rights
issues and all other corporate actions
- Management and record-keeping of all portfolio transactions
- Tracking Capital Gains Tax
- Management of short-term surplus cash funds
- Investment of medium to long term cash funds
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The large scale of the combined Mutual Trust portfolios ensures
that our clients have access to the best industry researchers
within the top broking firms. Mutual Trust offers professional
financial planning advice or can arrange to have your portfolio
expertly analysed on a regular basis by an independent broking
firm of your choice.
Getting the right people doing the right jobs...
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