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In managing your clients’ investments, we do not hold their cash or assets directly. Unless you have arranged for us to manage your client’s portfolio on a platform, a number of third parties will take custody of their assets and provide the dealing and related settlement services.
These third parties are:
If you would like a more detailed breakdown on this, please get in touch.
The Progeny Group is a limited company registered in England & Wales, with number 09276612. The Company’s registered address is Egyptian House, 170 Piccadilly, London, England, W1J 9EJ.
Progeny Asset Management Limited is registered in England & Wales, with Company Number 09415365. The Company’s registered address is Progeny House, 46 Park Place, Leeds, LS1 2RY. Progeny Asset Management Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register (www.fca.org.uk/register) under reference 740528.
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
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