Investment Benefits Audit

Due to many reasons, investors often have little to no idea of the actual state of their investments and benefits over the course of years. This IBM exercise enables the client to reconcile their portfolio at the CSCS with the respective Registrars of companies in which they own sharess, and thus requires rigorous documentation with fees being charged at the relevant stakeholders in the process, including the stockbroker, the relevant registrars, and CSCS.

We assist our clients in discovering, reconciling, and recovering their equity-related assets for any listed companies in the Nigerian Capital Market. We call this “Investment Benefit Management”. This is a process whereby we verify our clients’ portfolio composition, and bring to light the history of corporate actions (dividends and share bonuses) that have accrued to them whether in one company or several.

We assist our clients in discovering, reconciling, and recovering their equity-related assets for any listed companies in the Nigerian Capital Market. We call this “Investment Benefit Management”. This is a process whereby we verify our clients’ portfolio composition, and bring to light the history of corporate actions (dividends and share bonuses) that have accrued to them whether in one company or several.

Key Benefits of IBM

  1. Track and determine total value of outstanding dividends and bonus shares.
  2. Help investors eliminate time-consuming logistics and processes of tracking and recovering unclaimed dividends and bonus shares.
  3. Determine accurate size/value of investors portfolio.
  4. Effective and efficient monitoring of portfolio.
  5. Documented Evidence of holdings for record purposes and possibly transmission.
  6. Time value of money and resource control.