None of us exists in isolation. While we’re proud of what we’ve achieved for our clients, we also recognise that we couldn’t have done it on our own. That’s why we believe in making a positive contribution to the community where we live and work.
There are times when the brokers from whom we secure allocation of stock, (i.e. for Initial Public Offerings, Rights Issues, or other investment opportunities) pay us a ‘Placement Fee’. Since receiving commission/placement fees is contradictory to our fee for service philosophy, we donate all placement fees received to charity.
Charities we support include: