From corporate action notifications, management and reporting, to superior tax management tools – we can offer a high level of customisation and flexibility so that we are providing the services that your business requires.

Choose the functionality you need
We have extensive experience in back office administration services and support functions:

Client investments’ administration

• Mail administration service
• Processing dividends and other income
• Dividend Reinvestment Plans
• Online corporate actions management
• View client entitlement notifications online
• Lodge corporate action instructions and nominate participation electronically
• Share registry correspondence management

Tax parcel management tools

• Our proprietary tax engine manages data at the individual tax parcel level and uses ‘minimise gain’ parcel matching to minimise your client’s capital gains tax liability
• Comprehensive tax report data details all investment-related transactions after financial year end.

Custodial and non-custodial equities administration