Why Outsource?
For Fund Managers.
- Translation of transactions to any base currency, including CGT base costs, indexation and taper relief.
- Assurance to clients from an independent source that, heavily traded portfolios are accurately reported on, with independent valuations.
- Assurance that all declared dividends and interest payments have been collected.

For accountants & tax advisors.
- For those firms who do not wish to invest in both software and the associated staff training costs, we offer a fixed price transaction service for their clients.
Under no circumstances do we offer investment advice, nor do we seek to do so. Similarly we do not offer a tax return completion service.