A Personal CREST Account can be a good option for long-term investors who want to have full control over their shareholding and who value the benefits of being a direct shareholder. This includes those who want to hold shares in companies for many years, would like to be able to vote at shareholder meetings and receive all shareholder communications directly from the company. It also means they have access to shareholder perks such as discounts.
The name CREST stands for Certificateless Registry for Electronic Share Transfer. Founded in 1996, CREST is a UK-based central securities depositary which holds UK equities and gilts, and other international securities.
Please do remember that as with all investments, your capital is at risk. Past performance is not a reliable indicator of future results.
We are one of only a few remaining firms in the UK to offer Personal CREST Accounts and we are recognised as a trusted provider by Share Soc. Our CREST Account Service offers discretionary or advisory portfolios to CREST account holders seeking to invest in UK equities and gilts, and other international securities. It is very simple to transfer any holdings from an existing CREST account to us – speak to an Adviser today to get started.
We offer two service types; our Managed Investment Service allows investors to benefit from expert investment management and the latest investment intelligence.
Our Advised Investment Service offers an advisory portfolio that allows investors to retain control over decisions while benefiting from access to our collective expertise and intelligence.
Past performance is not an indicator of future results
Please do remember that as with all investments, your capital is at risk. Past performance is not a reliable indicator of future results.
Our client portal, myKillik, gives you around the clock access to your accounts, our latest investment ideas and content library, both online and via your mobile or tablet.