Most Junior ISA owners belong to Generation Z, with different and evolving servicing demands compared to Millennials, and previous generations. What challenges does this create for Junior ISA providers?
September 2018 brought a series of challenges for Child Trust Fund (CTF) providers, as children got to assume control of their investment, and the two year countdown to fund maturity begins
We deliver successful registrar and transfer agency services for a wide selection of asset classes and investment vehicles. If you require a trusted registrar and transfer agent to manage the needs of your clients, look no further.
We deliver comprehensive third-party back office administration services and governance support for structured products, wrappers and child trust funds. We cover all aspects of the portfolio lifecycle from origination and servicing through to maturity.