Imagine never having to open another letter relating to your shares, never filing another contract note or completing investment paperwork ever again

Tired of paperwork
We recognise that your life is becoming increasingly busy. Few people like opening the mountain of mail and paperwork that they receive for their investments. The never-ending letter opening is followed by the often time-consuming task of sorting the junk from that which is important. After that comes the burdensome task of keeping records.

Next is the phone call from the accountant at tax time requesting details on the purchase or sale of securities, or records of dividends or trust distributions and the ensuing search through piles of paperwork that follows.

There is a solution
We recognise these frustrations and have put together a service where your shareholder correspondence is directed to us, where we sort junk from important, keep records of purchase prices, sale prices, dividends, trust distributions, interest payments, corporate actions and anything else we feel your accountant may require.

We then update this daily so you can remain fully informed at all times via our secure website on the details of your investment portfolio. If you happen to prefer to receive these reports by mail on a monthly basis, we can also do this for you for a small fee.

At tax time, we will provide you (and your accountant if you would like us to) with ready to use detailed annual tax report so you will never again have to chase another contract note, dividend statement or recall your course of action on corporate matters relating to your investments. Its tax time made easy.

Making tax time easy is not our only offering. We also aim to improve your after-tax returns. Click here to learn more on how the Allegiance Portfolio service can maximise your after-tax returns.