PRODUCT IMPLEMENTATION AND
ADMINISTRATION SERVICES

Our administration services are separated from our advisory services. The reasons for this is that a product solution or recommendation may flow from a proposal or plan OR our clients simply wish to have a product implemented.

As an independent financial practice we have access to a range of product suppliers and platforms both in the life and investment sectors both locally and abroad. Either way, our team provides a complete solution from:-

  • Product selection
  • Product implementation
  • Product administration
  • Product Monitoring and reporting
  • Product reviews, evolution and enhancement

Whether we have collaboratively identified a need for a financial product or you simply want us to place you in a product, our implementation team will make it happen. Local or offshore from fixed interest products, guarantees, unit trust or other market related investments, we have access to all the major life and investment houses.

Fees for these services can be traditional commissions, fees or a combination of both. This depends entirely upon how our clients wish to see this structure.