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  • Clients are reported to on a monthly basis regarding all transactions undertaken on their behalf.
  • Statements by custodian banks and safe custody providers.
  • Shareholder services and maintenance of the share register.

Integrity and Privacy

We expect all our people to conduct themselves in a manner that is above reproach. Our integrity is key to preserving our most valuable asset – our reputation. We respect our clients’ right to privacy, and use information with appropriate discretion.