Understand how we support your relationships with your clients
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.
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.
Find our literature and fact sheets here.
If you do not see an application form that you need, contact us.
If you do not see an application form that you need, contact us.
If you do not see an application form that you need, contact us.
We provide updated factsheets of all our funds every month, which includes the latest performance information as well as a commentary from the fund manager. The performance of each fund is measured against the fund’s defined benchmark, which is described separately in each factsheet.
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