z-kolkiemz-kolkiem

How we work with IFAs

Understand how we support your relationships with your clients

Working with us

We will always act in your clients’ best interests, offering only transparently priced products and services that match their requirements.

 

We are here to make your life easier and to assist you in meeting your clients’ financial needs.

 

Our primary role is to provide objective guidance and product and service excellence.

Professional online banking services

Our professional online banking service (POBS) provides you with the flexibility to view your clients’ accounts, statements and valuations online. Managing clients’ wealth is made easy with the ability to make payments, internal, domestic and international transfers, as well as execute foreign currency exchange. A comprehensive range of reporting services offers the means to create and export client information as and when required.

 

If you are not already signed up for our professional online banking service, please contact intermediary support to find out more.

Downloads

Find our literature and fact sheets here.

Intermediary support team contacts

Ann Andrade or Tom Callister

+44 (0)1624 645800

Access our latest insights

Investing

Weekly investment update

22 Sep

   |   4 mins

James Robertson reviews the week of 14 September, which was relatively quiet in markets, but resulted in varied performance across the different asset classes and another risk-off week for investors.

Leaving a legacy

Opportunities for South Africans to structure international investments

21 Sep

   |   62 mins

Tracy Muller from the South Africa team explained the opportunities for structuring international assets, while Katie Bonfrer provided example case studies.

Investing

20 years on: déjà vu for tech stocks?

15 Sep

   |   9 mins

Rebecca Cretney reviews the slide in tech stock values, asking if this a repeat of the Y2K tech bubble bursting or if this is just due to current day events.

Investing

Weekly investment update

15 Sep

   |   5 mins

David McFadzean reviews the week of 7 September, where markets saw the trends in the first week of the month repeated, as investors remained risk averse.

Search suggestions