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.