• Handle all shareholder communication and investment related mail on your behalf
• Sort, file and record your share information (Dividends, trust distributions,  interest payments, contract notes and corporate actions)
• Process corporate actions
• Maintain shareholder records
• Provide you with detailed quarterly reports
• Provide you with an annual taxation statement
• 24/7 online access to your portfolio information (updated daily)
• Online access to market data
• Live market data, company news, market news and charting features available for a small monthly fee

The Coppin and Partners Portfolio service also has the additional unique features:

Online access for your accountant and financial adviser. We are happy providing your accountant and financial adviser with online access to your portfolio if you want them to have access.

Multiple brokers. We realise that some people use more than one broker and have created our service so that investors can consolidate the investments they have with different brokers and view their portfolio as a single consolidated account.