Custody

Custody

The custody division at Apex Holding is here to help you keep accurate records. By maintaining transactional records of your buying and selling activity, you can make intelligent, more informed decisions in the future. With such an excellent service at your fingertips, you can always request a holdings statement to track your position in the market accurately

Why Choose Our Custody Services?

Segregated Clients Holdings​

Your entire investments are segregated and held separately from the firm's assets, offering our clients an additional layer of protection.

Strategy

Competitive Fee Structure We ensure our clients an exceptional fee structure when compared with other custodians.

Apex Holding

Immediate Shares Blockage for Sale With an inhouse custodian in place at Apex Holding, your shares are immediately blocked for sale upon request, thus avoiding any delays that may result in significant price fluctuations that can impact the performance of your assets

Investor

Strong Industry Relationships Through our strong ties with the regulatory authorities and central depositories that help keep us regularly informed of any market changes and updates, we ensure our clients a smooth operational workflow and the efficient handling of your custody needs.

Apex Holding

Timely Dividends & Maturity Proceeds Collection In order to guarantee the proper reinvestment of your proceeds, we ensure the timely collection of your cash dividends and fixed income instruments maturity proceeds.

Management

Assemblies Attendance Confirmation Statements In order to attend a general assembly, shareholders need to provide the issuing company with proof of their blocked holdings. Apex Holding tends to provide such statements immediately upon request

custody services

Regular Holdings Reporting

Detailed holdings reports are sent out via your preferred means on a regular basis, assuring you
full transparency and accuracy. Other reports including historical stock transactions statements
can also be provided upon request

Segregated Clients Holdings​

Your entire investments are segregated and held separately from the firm's assets, offering our clients an additional layer of protection.

Strategy

Competitive Fee Structure We ensure our clients an exceptional fee structure when compared with other custodians.

Investor

Strong Industry Relationships Through our strong ties with the regulatory authorities and central depositories that help keep us regularly informed of any market changes and updates, we ensure our clients a smooth operational workflow and the efficient handling of your custody needs.

Investor

Strong Industry Relationships Through our strong ties with the regulatory authorities and central depositories that help keep us regularly informed of any market changes and updates, we ensure our clients a smooth operational workflow and the efficient handling of your custody needs.

Apex Holding

Immediate Shares Blockage for Sale With an inhouse custodian in place at Apex Holding, your shares are immediately blocked for sale upon request, thus avoiding any delays that may result in significant price fluctuations that can impact the performance of your assets

Management

Assemblies Attendance Confirmation Statements In order to attend a general assembly, shareholders need to provide the issuing company with proof of their blocked holdings. Apex Holding tends to provide such statements immediately upon request

Meet our team

John Doe

Senior Consultant

John Doe

Senior Consultant

John Doe

Senior Consultant

Daniel Henry

Senior Advisor

Annalise

Progress Analyser

Cavan Carver

Conclusion Analyser