Security of your Investments
Investments will be held in our custody which has significant advantages, not least that Speirs & Jeffrey will look after all of the associated administration on your behalf. Also clients gain anonymity, rather than their name and address appearing on company share registers which are available to the public. You can choose how regularly we distribute your investment income to you and we provide a simple, comprehensive statement for tax return purposes at the end of each tax year.
The investments are held in nominee companies on your behalf. All of these nominee companies are separate legal entities from Speirs & Jeffrey Ltd. Clients' assets are held in trust and are not regarded by third parties as belonging to Speirs & Jeffrey. In the extremely unlikely event that Speirs & Jeffrey defaults, clients' assets would remain entirely separate from those of the firm and could not be used to settle any debts accrued by the firm.
UK stock market securities are registered via CREST and foreign securities are held by leading international custodians. We are authorised and regulated by the Financial Conduct Authority and operate very robust controls and audit procedures.