Our commitment is to provide you with the very best Model A and Model B clearing and settlement service, Global Custody, CREST settlement and associated services. This commitment is driven by our unique philosophy of not just focusing on the customer or client, but also on the individuals we work with. Our flexibility of operations allows us to treat each correspondent relationship uniquely building sound working relationships. This is achieved with our people and our technology, developing end-to-end solutions that suit your business model. This individualised approach has led to the Penson Group’s global success with over 200 clearing relationships worldwide

Penson Financial Services Limited has a wide experience in dealing with many types of brokerage firms including:

Full-Service Brokerage Firms

Penson offers the technological strength, financial security, and a comprehensive line of products and services that a full-service brokerage firm can utilize to distinguish themselves from the competition and maximize profitability by having the lowest possible clearing costs.


Internet/On-line Brokerage Firms

Penson’s utilisation of technology enables us the advantage of being able to support the on-line brokerage fraternity providing them with fast, reliable, efficient systems and interactivity providing low settlement and clearing costs.

Discount/Execution only Brokerage Firms

Penson extends effective financial solutions to these brokerage firms, offering an optimal combination of price, products, and service that can be shared with their clients. We understand your environment and business model and minimise your trade costs through our use of technology and efficient systems.

 

Start-up Firms

Penson has helped many new businesses to start, grow and prosper. We offer comprehensive expertise to start-up, small, or mid-size brokerage firms that require assistance with products, services, and technologies to support their daily operations, thus allowing them to focus resources on business growth.

 

Independent Financial Advisors/Fund Managers

Penson’s services and systems can offer IFA’s a flexible, integrated suite of systems that offer optimal execution speed and low cost market access. We provide clients and fund managers the ability to analyse the performance of their clients portfolio’s, re-balance portfolio’s and stock holdings, monitor the impact of CGT and provide sophisticated client portfolio reporting.


 

 

 

 

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