Provision of Shareholder services on Walk-In, Call Centre and Correspondence basis

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We work with clients in cost effective and efficient ways of providing shareholder services such as communicating with, and updating, large numbers of shareholders. We provide and manage as many shareholders interactions through a centralized CRM system to efficiently capture all interactions. C&R is well equipped to provide the following services to our clients:

  • Appropriate facilities and channels for shareholders queries, correspondence and general enquiries
  • Handling and responding to shareholder queries and correspondence, as well as dealing with general queries and complaints.
  • Verification of signatures on member instructions.
  • Maintenance of member records involving static detail changes and dividend payment records
  • Providing feedback to brokers, CDAs and the wider investor community on shareholders’ actions, as required

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