We can work with quoted companies and/or third-party administrators to provide a wide range of services and expert solutions to help you administer your share plans and employee dealing requirements with our years of experience and accumulated knowledge.
Dowgate Wealth
Employee owned business, we are here for the long term
Significant experience within the company and at board level
Well capitalised with focus on regulatory and custodian processes
Material investment in processes and digital infrastructure, fit for future
Our services include the following:
Online platform for corporates to view all employees and the plans they may have
Support for international employees and cross border sales
Share option and cashless share dealing services
Vanilla share dealing
Share matching schemes
Employee Benefit Trusts
Employee bonus issues
Dividend Reinvestment Plans
Settlement and custodial arrangements, onshore and offshore
IPO and Friends and Family support
Multi-currency reporting and settlement
Transaction and Reporting including end of year tax reporting
Expert dealing capabilities including bulk trades and warehousing
Certificated settlement capabilities and extended settlement
Immediate trade execution and prompt reporting
Give us a call to discuss how we might be able to help you or provide our expertise to find an equity solution for you.
We use Dowgate as a brokerage service for our Executive Share Options Scheme. They are accessible, proactive and responsive in dealing with both ourselves and the scheme participants. We particularly like being able to pick up the phone and speak directly with an Investment Manager who can deal with any queries straight away.
FTSE 250 Company
Aim Rule 26
Onward Opportunities Limited is listed on the Alternative Investment Market (AIM) on the London Stock Exchange and seeks to comply with the principles of good corporate governance as stated in the AIC Corporate Governance Code to the extent that is appropriate and practical for an AIM quoted company of its size and nature.
When your Share Plan matures and the time comes to diversify your investment we can help to establish a broader portfolio and in the most tax efficient way. We can also help with inheritance planning if needed.
Discretionary Portfolio Management
Tax Efficient Investing
Inheritance Tax Portfolio Management
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