Financial Intermediaries can trade in over 60 markets and in various instruments, including equities, fixed income, funds, hedge funds, exchange traded funds, private equity funds and currencies.
Financial Intermediaries benefit from the following:
Support for all order types including Market, Day, Fill-Or-Kill, Good-Till-Cancelled and Good-Till-Date Orders.
As a member of the London Stock Exchange, UK listed security orders are routed to the LSE, whilst for orders in other markets, Credo uses the services of a DMA provider.
Credo supports the processing, disclosure and collection of trading commissions.
Contract Notes are distributed electronically.
Credo's Wealth Solutions are suited to Financial Intermediaries, including Wealth Managers, Financial Advisory Firms, Stock Brokers and Family Offices looking for a trusted partner. Credo offers Financial Intermediaries access to a Wealth Platform with whole of market, multi-asset class investments and incorporates research, portfolio modelling, trade execution, global custody (onshore & offshore), white-labelled Investor reporting, an online Investor portal and support for 20+ currencies. A range of Investment Solutions which includes Actively Managed Funds, Managed Portfolios and Bespoke Discretionary Management is also available. Our platform currently supports more than 20 Financial Intermediaries, with Assets under Custody in excess of £1.6bn, representing over 4,500 Investors.