We pride ourselves on the service we provide to you and your financial adviser representative. In everything we do, we aim to make it easy for you to do business with us.
We are one of the few financial service providers to operate in multiple markets around the world, providing exceptional service to more than 100,000 customers, entrusted to us by financial advisers representative. We’re highly experienced at working in a number of different time zones and languages, respecting local culture and regulations.
With fully equipped support offices in major markets such as the UK, Dublin, Hong Kong, Dubai and Singapore – including local language speakers – we can fast-track administration and respond quickly and effectively to enquiries.
We provide your financial adviser representative with online access and reporting which enables them to keep you up-to-date on your investments and make changes quickly and efficiently when needed. Through us, your financial adviser representative can access:
- Fund information
- Portfolio building and analysis tools
- Valuation reports
- Application tracking
- Online switching
Our Wealth Interactive also gives you direct access to policy and generic investment information.