About Us

Our service provides security to your client as their shares are held by an independent nominee, Invest Wealth Solutions Ltd (an FSA regulated company under registration number 500175) and all related dividends and proceeds of sale will pass through the nominee direct to the beneficial owner.

Control

By appointing a nominee your client does not lose control. Our contract and Declaration of Trust oblige us to respect their beneficial ownership rights.

Confidentiality

It should be noted that Invest Wealth Solutions Ltd will at all times maintain the strictest confidence as to the beneficial ownership of any investment held on behalf of a client, although we would have to comply with any legal requirement to disclose information in accordance with law.

Client Protection

For absolute protection of the client, Invest Wealth Solutions Ltd would upon signing up a client, immediately execute a Declaration of Trust and a supporting stock transfer (signed but undated) in favour of the client.

Invest Wealth Solutions Ltd would also undertake that on receipt of cleared funds into their client account (a trust account) arising from any dividends or sale proceeds etc received by Invest Wealth Solutions Ltd they will immediately remit direct to the client such receipts, subject only to Invest Wealth Solutions Ltd normal charges.

All dividends or sale proceeds are held in a separate Trust Bank Account which ensures that the funds remain, at all times, the property of the Beneficial Shareholder.

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