In 2007, we won 15 triple 'e' excellence awards*. We're really happy about this, as the awards are a great acknowledgement of our ability to listen to what you have to say and then deliver the tools that really add value to you and your clients.
*Financial Technology Research Centre's e-excellence awards, produced in association with Money Marketing
Leading-edge online services
Our new extranet facility for bond business means you can now quote, submit and view details of existing bonds all on one platform – making your life even easier.
For a closer look at how to quote and submit online why not take a look at our helpful new demo.
Here are some more good reasons to work online:
- As you’re doing more business, we’ll increase commission by 0.25% (or if you don’t want extra commission, we’ll offset it against charge/increase allocation).
- After quoting and submitting online, all you have to do is send in the payment and declaration and identification verification certificate.
- You and your clients can use Bond View, a secure service available on our extranet that lets you:
- see the current value of the bond
- see the cash-in value of the bond
- see the client’s personal details
- view regular withdrawal details
- view the funds invested currently invested in
- submit a request to switch funds
- submit a request to change personal details
If you’re already registered to use our online services there’s nothing more you need to do. To quote and submit any new business just sign in as normal and choose ‘Onshore bonds’ from our ‘New business’ section. If you’re not already registered, it’s simple - just follow this link.
Look out for our online With-Profits Analyser tool. We’ve teamed up with Towers Perrin and Cazalet Consulting to bring you a market-leading tool to help you review your clients’ with-profits bonds.
Literature
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Trust range
More details of our trust range
