The Havelock Hunter Stockbrokers Ltd Trustees Service enables trustees to set up accounts with minimal fuss. The service can operate on an advisory, discretionary or execution only basis. Formal reports can be scheduled for despatch on a frequency suited to the trustees and can easily be duplicated and forwarded to other parties to the agreement, such as additional external trustees, beneficiaries or accountants. The Trustee Service removes some of the more onerous tasks and tiresome paperwork involved in running a trust and enables the trustees to dedicate more time to other matters.
Trustees and associated parties can, of course, access their investments online via our secure web-site.
Trustees Agreement Form