Blue Planet investment management

 INTRODUCTION

 
Blue Planet Investment Advisers Ltd is an Edinburgh based company which specialises in offering institutional investment advisory and fund administration services to both UK and overseas clients.  Our corporate philosophy is that consistent out-performance is more likely to be achieved by specialisation than it is from the generalist approach.
 
Blue Planet Investment Advisers Ltd provides services in the following areas to clients as described below:

UK Investment Trust Fund Administration Services

  • Cash management
  • Administration of all necessary acts in connection with maintaining any listing on any EEA recognised investment exchange 
  • Preparation of valuations, annual/Interim accounts and weekly/monthly NAVs
  • Settlement of trades & portfolio reconciliation
  • Investment Trust Savings Scheme management through supplier Equiniti Financial Services Ltd (on behalf of nominee Lloyds TSB Registrars). 

Investment Advisory Services - institutional  only

  • Investment recommendations and strategies
  • Investment analysis and information
  • Collation of reports and monthly information sheets

Company Secretarial Services

  • Liaising with Capita Registrars,  registrar to the Blue Planet Investment Trusts and holder of sharholder lists.  Capita is responsible for shareholder communications, updating the shareholder database, and other shareholder queries. Capita shareholder support information is here: http://www.blueplanet.eu/blueplanet_faqs.200.html
  • Preparing and issuing all  documents which the Company is required to issue
  • Registered office provision and holding Company Seal
  • Statutory returns to Companies House
  • Announcements to the London Stock Exchange
  • Document retention
  • Board and Shareholder meeting organisation
  • Drafting board resolutions and meeting minutes

Compliance Services

  • Administrative back office to manage Permissions, Approved Persons and Regulatory Reporting for FSA authorised small Investment management firms.
  • Financial Promotions approval
  • Compliance Portal software 
  • MiFID compliance
  • AML 
     

Blue Planet Investment Management Ltd is the investment manager for the Blue Planet Investment.

NOTE: to avoid duplication and to ensure accuracy, www.blueplanet.eu is the website used by the Blue Planet Investment Trusts for all announcements, including Regulatory News Releases, publications archive including Report and Accounts, and Monthly Factsheets.