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Frequently Asked Questions
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Frequently Asked Questions - Account Administration
The Frequently Asked Questions (FAQs) in this section have been compiled from client feedback and aim to assist clients and visitors to the website.
Hargreave Hale has a deposit account facility allowing Hargreave Hale to hold money on behalf of clients. Interest is paid on the balance held. Please see our document library for details of current interest rates. The main benefit to the client of holding cash on deposit with Hargreave Hale is that it can help to improve the efficiency of settlement.
Hargreave Hale will need in writing, signed authority from the client to make any adjustments to personal information or any changes to the way the client’s account is set up. For Discretionary and Investment Managed clients, Hargreave Hale also sends out on an annual basis a document detailing your account set up. This also gives clients the opportunity to make their broker aware of any changes.