May 2013 News Update

 In News

The financial services industry is evolving rapidly and our investment in technology ensures that we can offer a low cost tailored service to all our clients who invest through us.
The new client portals are now up and running giving more functionality and helping our clients understand the performance of their portfolios.

All transaction information and documentation relating to specific policies can now be seen in one place.

We will be visiting all our clients over the next few months to ensure they are up to speed with their portals and that they can access all the information they require from us.

Thank you all very much for your support.

Martin

logo
Chat With Us Now