We pride ourselves on the service we provide to you and your financial adviser. 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 truly operate in multiple markets around the world, providing exceptional service to over 100,000 customers entrusted to us by financial advisers. We’re highly experienced at working in a number of different time zones and languages, and with consideration to 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 not covered by our FAQ section of this site.
Our technology
We provide your adviser with on-line 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 adviser can access:
Fund specific information
Portfolio building and analysis tools
Quotations
Valuation reports
Application tracking
On-line switching for unit-linked plans
Our client extranet facility also provides direct access to policy-specific and generic investment information.