Corporate Dealing
Collins Stewart Wealth Management corporate dealing and employee dealing services help companies and their employees with investment dealing. We offer a number of different share dealing services for senior employees, treasury departments and individual employees.
This service is available to any company and can also be offered to companies as part of our institutional corporate Advisory and Capital Markets services.
Company Share Dealing Account
- Company Dealing Account is a trading account for companies to buy or sell investments
- Can be used for sales or purchases in the company stock for the company or employees
- Fast and effective dealing for companies to simplify the finance department’s life
- Created for use by all employees and spouses of the corporate company
- Ideal for single and multiple exercise of share options
Directors and Senior Employees Dealing Service
- Trading account for directors to buy & sell investments
- The benefits to the company
- A tailored, reliable and simple dealing solution
- A personal account dealing proposition that you can offer as an employee benefit
- A dedicated Relationship Manager to support order execution & offer insights
- The benefits to directors
- The ability to deal over the phone
- Own Individual dealing account
- Access real time news, research and analysis – including proprietary research
- We hold the assets on your behalf for free and can also hold cash on deposit
- Dedicated contact and access to institutional corporate services
- Access to further services such as ISA’s, SIPP’s, CGT and IHT services
Services for Trustee Companies
We offer custodial services for shares placed in either onshore or offshore trusts. We can also buy shares for the Trust or top up a current holding.
Director Dealings
We understand the sensitivity of senior personnel dealing in the market and the need for you to report these transactions promptly. Our team ensures immediate confirmation of deals so that you can make any necessary announcements.