With access to our specialist expertise and objective, research-based advice, you are in complete control; you choose the securities to invest in and manage your own portfolio.
INVESTMENT ADMINISTRATION SERVICE
Our Investment Administration Service combines our broking service with our custody service. It is suitable if you want to actively control your investments and decision making, whilst we look after the administration.
We will provide you with six-monthly portfolio reports and an annual tax report. You can access your investments online or via the Craigs Investment Partners Mobile App.
We were handling our investments ourselves, but we felt we were missing out. With Craigs we have an Adviser to call, and it is really straightforward. Transactions are efficient and book work is in order, traceable and is well recorded.
RAY*, BROKING AND INVESTMENT ADMINISTRATION SERVICE CLIENT
CRAIGS CLIENT RESOURCES
Keep informed of market opportunities with the latest publications from our Private Wealth Research Team.
CLIENT PORTAL & MOBILE APP
As an Investment Administration Service client you can monitor the performance of your portfolio on any device, anywhere, anytime with our Client Portal and Craigs Mobile App.
CASH MANAGEMENT ACCOUNTS
Craigs Cash Management Accounts provide a convenient means of holding cash within your investment portfolio.