Records of Second British Assets Trust Ltd, investment trust, Edinburgh, Scotland

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1 Records of Second British Assets Trust Ltd, investment trust, Edinburgh, Scotland

2 Cataloguing Information Note: This page describes the Finding Aid or Catalogue Entry, rather than the material itself. Publication -//glasgow university archive services :: finding aids//document gb-0248-ugd //en Records of Second British Assets Trust Ltd, investment trust, Edinburgh, Scotland Glasgow University Archive Services, 12 February 2003 Creation Created from an EAD template in MS Word by the running of Visual Basic macros by Andrew Semple, Administration Assistant, 11 February 2003 Print formatted copy created from the EAD by XSLT and XSL-FO Stylesheets by John Harrison of the University of Liverpool. Language Usage English Revisions * No alterations made to date * 03 June 2005 converted from EAD 1.0 to 2002 by v1to02.xsl (sy ).

3 Edinburgh, Scotland 1 Records of Second British Assets Trust Ltd, investment trust, Edinburgh, Scotland, Reference Creator Physical Description Scope and Content GB 248 UGD/228/3 Second British Assets Trust Ltd (investment trust: 1925-c1970: Edinburgh, Scotland) 3.4 metres * Ledgers * Journal * Purchase and sales records * Brokers' ledger * Cash book * Valuation books c * Registers of investments and dividends * Registers of investments * Registers of debentures and depositors * Share records * Dividend records * Investment journals Administrative / Biographical History In 1920, British Assets Trust Ltd, investment trust, Edinburgh, Scotland, acquired the share capital of the Edinburgh American Land Mortgage Co Ltd, Edinburgh, founded c1870s, renaming it in 1925 as the Second British Assets Trust Ltd. These companies came under the management of Ivory & Sime Ltd and were registered at the same offices in Charlotte Square, Edinburgh. The Second British Assets Trust Ltd invested funds in bonds, stocks and debentures in electrical, industrial and financial companies mainly in America with some investment in New Zealand. The company appears to have ceased trading at some time around 1970, possibly having merged with British Assets Trust Ltd. Arrangement The material has been arranged into series as shown in the scope and content. Within series, items are generally arranged chronologically. Conditions Governing Access Open Conditions Governing Use Applications for permission to quote should be sent to the University Archivist Reproduction subject to usual conditions: educational use & condition of documents Appraisal Information This material has been appraised in line with standard GB 248 procedures

4 Edinburgh, Scotland 2 Acquisition Information Permanent loan : via BACS : June 1986 :ACCN 0084 Custodial History Held by Ivory & Sime Ltd, investment trust managers, Edinburgh Accruals None expected Other Finding Aid The catalogue of second British Assets Trust Ltd's records exists as part of the UGD 228 finding aid which also includes catalogues of companies owned by Ivory & Sime Ltd or in which they had an interest. A digital file level list is available searchroom. Manual file list available at the National Registers of Archives in Edinburgh (NRA(S)1577, replaced by NRA(S)2764) and London (NRA21280) Alternative Form Available No known copies Related Material Ivory & Sime Ltd owned or held interests in a number of investment trust companies whose records exists as follows: GB 248 UGD 228/1 Records of Ivory & Sime Ltd GB 248 UGD 228/2 Records of British Assets Trust Ltd GB 248 UGD 228/4 Records of Independent Investment Co Ltd GB 248 UGD 228/5 Records of Investors' Capital Trust Ltd GB 248 UGD 228/6 Records of Second Investors' Mortgage Security Co Ltd GB 248 UGD 228/7 Records of Scottish Realisation Trust Ltd GB 248 UGD 228/9 Records of Edinburgh American Land Mortgage Co Ltd GB 248 UGD 228/10 Records of the Pleasance Trust GB 248 UGD 228/11 Records of Atlantic Assets Trust Ltd GB 248 UGD 228/12 Records of Clydesdale Investment Co Ltd GB 248 UGD 228/13 Records of Third Scottish Western Investment Co Ltd GB 248 UGD 228/14 Records of Second Caledonian Trust Co Ltd GB 248 UGD 228/15 Records of Third Caledonian Trust Co Ltd GB 248 UGD 228/16/1/1-2 Records of Edinburgh Trust & Agency Ltd GB 248 UGD 228/16/1/3 Records of Electrical Securities Trust Ltd GB 248 UGD 228/16/1/4 Records of Canning Downs Estate Ltd GB 248 UGD 228/16/1/5 Records of Caledonian Assets Trust Ltd See source list on Banking and Finance available via Glasgow University Archive Services home page at Material in other repositories: no material associated by provenance

5 Edinburgh, Scotland 3 Publication note No known publications using this material Other Descriptive Data This material is original Date(s) of Description Compiled by David Powell, Hub Project Archivist, 15 January 2003 No alterations made to date Access Points Subjects Investment Corporate Names Ivory & Sime Ltd British Assets Trust Ltd 1898-c1988 Edinburgh American Land Mortgage Co Ltd Second British Assets Trust Ltd 1925-c1970 Geographical Names Edinburgh (Scotland)

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