Services

Share Trading

CIPL operates an “execution only” share trading service. CIPL operates the service through the Commonwealth Securities Advisor Trading Centre (ATC). Through the ATC we can offer our clients the opportunity to invest in the stock market.

An “execution only” service acts on a given instruction to either buy or sell a share and does not provide research or other information.

Some financial planners believe that this reduces any potential conflicts of interest as brokers can be too dependent on transactions to be able to give good quality advice.

CIPL subscribes to a wealth of research so we can keep you informed when opportunities present themselves. We access our research quite separately from the ATC. This helps us to minimise any conflicts of interest.

Our research provides us with company, market and economic news and we use that to formulate our recommendations.

Investing in shares can assist you to diversify your assets and can, in some cases, offer taxation benefits. At CIPL we recommend the development of a Financial Plan which can identify whether investing in shares is a strategy which suits your needs.

CIPL’s arrangement with the ATC enables us to buy or sell share investments on behalf of our clients.

To access this service, you are initially required to set up a trading account with CIPL. If you would like an obligation free meeting to discuss this with one of our advisers please contact us.

The ATC is also used for the implementation of financial plans. Where your financial plan recommends the purchase or sale of shares the ATC “executes” the sale or purchase.

Our advisers are happy to provide you with advice and information at the level you require. We are always available to answer your questions and can provide you with our high level research information.