Do you have a problem ?

• Do you hold a portfolio of shares ?
• What is it worth ?
• Have you received all the dividends due to you ?

We can help:

• We operate a portfolio management system.
• Regular reports show performance of individual shareholdings and overall portfolio.
• Checks are undertaken to ensure all dividends and bonus shares are received.
• We summarise the transactions for tax returns.

Our system monitors and reports on a daily weekly or monthly basis.

Copyright © 2000 Moreton & Co.
Last modified: 11-Apr-2003