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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 services (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 services, please contact intermediary support to find out more.

Intermediary support team contacts

Tom Callister or Craig Sinclair

+44 (0)1624 645800

Downloads

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Access our latest insights

Investing

Is environmental transition a new industrial revolution?

31 May

   |   3½ mins

Can sustainable investments offer sound financial returns as well as sound environmental practices in the fight against climate change?

Investing

The week in review

23 May

   |   4 mins

During the week of 15 May 2023, investor sentiment was buoyed by a more positive tone in the US debt ceiling negotiations. But continued tightness in labour markets prompted more hawkish comments from central banks on their determination to reduce inflation.

Investing

The week in review

16 May

   |   4 mins

The week of 8 May 2023 was a mixed week for markets. US equities and bonds advanced as investor confidence grew following better than expected inflation data. However, weaker data releases renewed fears of a slowdown and led to a risk-off sentiment.

Investing

April's investment market commentary

12 May

   |   3 mins

April was a quieter month for markets as attention focused on further rate increases, given stronger economic data and signs of more persistent inflation. Simon Watts explains.

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