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Record Keeping / Mailhouse Service

Do you own a number of shares or would like to own shares, but find the thought of keeping all the paperwork and interpreting Corporate Actions too onerous?

A popular service that KWA Financial Services offers is our mailhouse service where we receive and scan all of your investment records before forwarding them on to you. 

We receive copies of all relevant transactions concerning purchases, sales, dividends and company restructures on your behalf.  We will scan and save all your documentation generated by the companies you are invested in.  At the end of each month, you will be mailed an envelope with the month’s documents attached.  Should any corporate action be required, these notifications will be acted upon immediately.

In addition to the above, we will email you a monthly valuation on your portfolio accompanied by details of dividends paid and comments on any corporate actions pending.

The cost of this very affordable service can be built into a monthly review fee.