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The Allegiance team perform the following functions for our clients:

  • Handle all shareholder communication on your behalf (we receive all of the mail that would normally be sent to you)
  • Sort, file and record your share information (Dividends, trust distributions, interest payments, contract notes and corporate actions)
  • Process corporate actions
  • Maintain shareholder records
  • Provide detailed quarterly reports
  • Provide a comprehensive accountant ready annual taxation report
  • 24/7 online access to your portfolio information (updated daily)
  • Online access to market data
  • Live market data, company news, market news and charting features available for a small monthly fee

Click here to learn more on the benefits you will receive as a client of the Allegiance Portfolio service.