Our success is founded
on our core values, knowledge
For more information related to our Platform Service, you can contact us on the following:
Tel: +44 1624 717171
Our Platform Service offers a competitively priced dealing and custody service, which is tailored for the IFA market.
Online reporting enables the IFA to view their ‘family’ of accounts, and electronic data is also available daily.
We can also work with outside third party providers where necessary, for example, life companies, pension and trust service providers.
The safety of your assets is of paramount importance to us, and we provide secure and reliable global custody facilities for both UK and international securities. UK assets are held in Crest whilst international exchange traded equities and bonds are held by Clearsteam, one of the two European International Central Securities Depositories based in Luxembourg. In all cases, your assets are ring-fenced and completely safe. Professional Indemnity Insurance also protects you for losses arising from a breach of professional duty. Included with our global custody service is the collection of dividends, interest, redemption proceeds and the processing of corporate actions.
By partnering with Ramsey Crookall and allowing us to look after the day-to-day management of your clients’ assets in a transparent and cost effective way, we believe you will be able to focus more on building your client relationships and growing your business.
Ramsey Crookall works with a large number of intermediaries and your clients remain just that, your clients. As our client, you will receive an efficient and highly attentive level of service.