The Stockval service removes the chore of preparing historic portfolio valuations which, when produced manually, are often tedious, time consuming and expensive.

Very importantly, our valuations are fully compliant with all aspects of HM Revenue & Customs regulations, utilising full quarter-up and middle of marks checks on probate, SIPP & SSAS valuations, also advantageous but compliant weekend valuation compliance for probate.

Our service produces all valuation data automatically. Capital values, also dividend information and calculation of accrued interest is all calculated automatically.

The Stockval service includes an extremely comprehensive narrative of any relevant capital events, which is also produced automatically by the system.

By using the resources of Stockval, you will save on in-house costs and overheads by cutting out time consuming capital history research, reducing paperwork and by freeing your staff to concentrate on more productive work.

You will find that our fees are usually significantly lower than the cost of producing the same information in-house and can represent a considerable saving.

As historic valuations are our stock in trade, and our system is so highly automated, we can offer a very efficient turnaround, with most requests processed and despatched within 48 hours of receipt.

Our archives contain over twenty years of daily prices, covering all UK quoted securities, USM (as was), AIM and most leading foreign stocks. In addition, our library has prices for the majority of quoted securities worldwide and exchange rates as at 31st March 1982, the base date for Capital Gains Tax.