Legacy paper share certificates can slow everything down, creating unnecessary complexity for advisers and clients. Our Dematerialisation Service digitises these holdings quickly and securely, bringing historical investments into the modern era.
This process ensures that all legacy assets are accurately reflected on the platform, making them visible and actionable for future planning.
By eliminating paper-based processes, we reduce risk, improve efficiency, and create a seamless experience for clients. Advisers can focus on strategy rather than administration, knowing that every investment is accounted for and accessible. It is a simple solution to a common problem, and it makes a big difference in practice.