Full service as standard
Our extensive range of services and turnkey solutions include:
- New business services, including reviews of all product applications
- Document management using secure electronic imaging procedures
- Reporting services, including commission statements and sales reporting
- Cash management and trade execution by building a product-appropriate cash model
- Extract services providing daily extracts of all pertinent product features
- Daily fund forecasting
- Compliance services, including applicable “Know Your Customer” and “Anti-Money Laundering” regulations
- Accounting services, including account and financial statement maintenance, plus liaising with all relevant third parties and regulators
- Client branded web portal for adviser access to their book of business and client policy information via the internet
- Policyholder and Advisor/Broker service centre support