If your clients would like to benefit from our sophisticated in-house dealing facility, but prefer to take responsibility for their own investment decisions, our execution-only stockbroking service is ideal for them.
How does execution-only stockbroking work?
With our execution-only stockbroking service, we simply take and execute orders. We operate a straight-through processing platform with seamless settlement for both our nominee service and third-party custodians. Our experienced dealers are familiar with the intricacies of trading a wide range of financial assets across many different markets.
Large or sophisticated orders are skilfully supported by our institutional trading desks and we have direct links to a variety of multilateral trading facilities.
To use this service, investors should be experienced, and understand the risks and potential rewards of the investments they're considering. There is a £400 minimum fee but this is offset against any trading fees incurred operating a stockbroking account with us to buy and sell assets.
How can clients check their investments?
Your clients can choose to receive a clearly laid-out valuation report each quarter by post or online, whichever suits them best.
Clients can also view their accounts online at any time, no matter where they are, through our easy-to-use CG Wealth Online portal and app, including their investments, statements and historical valuations.
Keeping you and your clients informed
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Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.
Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.
The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.
Some of our stockbroking experts
If you would like to know how our stockbroking team can help your clients, please get in touch. We will be delighted to provide more details of our services.
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.