Firm Name (Nominee) Service
In today's busy world, most of us would like to simplify our lives. One easy way to do this is by registering your securities into a nominee company. Doing so allows you to maintain beneficial ownership of your investments whilst freeing yourself from the daily responsibilities associated with the administration of your securities.
When you hold your investments with Edward Jones, we offer you the following benefits:
- Collect the interest and dividends on your securities on your behalf
- Provide monthly transaction history and valuation statements
- Administer ISA and PEP accounts as an integral part of your portfolio
- A consolidated tax voucher to assist with Self Assessment
Holding your securities with us also offers additional advantages:
- Lump sum and regular saving investment options
- A Dividend Reinvestment Programme for selected securities
- An efficient settlement service on all securities
- Minimal paperwork requirements
- Provide administration regarding corporate actions such as rights issues, takeover offers, capital reorganisations and conversions of subscription rights
Protection of your Investments
Edward Jones uses its own nominee company in respect of general, PEP and ISA business. Nominee companies are non-trading entities, totally separate and ring-fenced from their holding companies. They are subject to inspection by both the firm's auditors and the firm's regulator. Therefore, in the unlikely event of Edward Jones Limited failing, the investments held in the nominee company would be unaffected. Further protections available to you as an individual or small business, in the event of the default of Edward Jones Limited, include the Financial Services Compensation Scheme and excess protection arranged by Edward Jones.
Important Information: The investments and investment services referred to may not be suitable for everyone. By using a nominee service, you may lose some direct shareholder benefits.
Why not simplify your financial record-keeping by placing your securities in nominee form via Edward Jones? Feel free to visit a branch office to ask questions and discuss your financial future.
