Custody and Settlement

Whether you are an established business looking to change your existing settlement and custody provider, or you are brand new to the market and just setting out on your journey, there are many reasons why we believe our service stands out from the crowd. Stock Exchange member or non-member firms, partial outsourcing to fully white labelled solutions - we can help you choose the service that is right for you and your business. Here are just a few points for you to consider:


By embracing technology, we believe that we have been able to achieve the goals that are business critical - accuracy, cost control and efficiency. For this reason, we use the JHC Figaro system as our main technology platform. When we selected the system, one of the main requirements was straight through processing. Once the dealer captures the trade, within a minute the contract note is produced, cash ledgers and portfolio positions are updated and, where applicable, Crest messages transmitted - the facility for clients to view portfolios and deal online is also available.

Quality of Service

Jarvis position themselves at the most competitive end of the market on price but appreciate that service is the driver for long term success. Jarvis has grown mainly through recommendation, are multi-award winners and our customer-centric culture is underpinned by our Customer Charter.


Jarvis has an excellent compliance record dating back to the foundation of the firm in 1984 and are committed to the highest standards of regulatory compliance, complaint handling and Treating Customers Fairly.


The Financial Services Compensation Scheme protects customers who hold their assets with Jarvis. All stocks are held in a separate nominee company, as required by the FCA, and cash is deposited with Approved Banks in designated pooled accounts. All requests to transfer client cash and stock are subject to robust controls. We recognise that one of the most important responsibilities to all our clients is to ensure the safety and security of the assets entrusted to us. With this in mind we have put in place a professional indemnity insurance policy with a major third party insurer to provide the maximum level of cover.


We believe that working in partnership with all our corporate clients is a pre-requisite in making the relationships a success. Regular structured meetings and open communication ensures that 'issues' are addressed pro-actively and both parties can work and move forward together. Jarvis will appoint a dedicated relationship manager, providing continuity and a recognised point of contact.


A successful outsourcing relationship must be beneficial and profitable to both parties and Jarvis price their contracts realistically for the long-term. Efficiency is a core component in providing high quality and cost-effective services. Jarvis are in the highest sector of the market for speed, quality of settlement and processing, and a commitment to continuous improvement ensures that every opportunity is taken to challenge our processes and procedures.


Unlike some outsourcing providers, Jarvis can offer a bespoke service to fit your existing and changing business requirements. In real terms this means that you can update your share-dealing proposition as the market develops and changes, and can start with a more competitive and flexible service from day one.

If you would like more information or just an informal chat about our outsourcing and custody services,
please call us on 01892 510515 or e-mail us at