Investment Servicing
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Investment Services and Support

Investor, Policyholder and Distributor Servicing

When it comes to administering, servicing and distributing the funds you manage, you need a partner who can provide reliable support today — and evolve with you as regulation and investor demands change.

Working with our specialist partners in each region, we’ve been helping asset and wealth managers, insurers, pension clients and even distribution networks for more than 40 years.

Delight your investors

Investors are more demanding than ever. They want up-to-the minute information, clear communication and innovative products that meet their specific goals.

We’ll work with you to find the best solution to support your operations, introduce best practices and deliver the tools, technology and services you need to ensure your investors receive a great experience.

Stay compliant

We can help you keep on track with fast-changing regulation. Our consultative approach, and proactive engagement with regulators and industry trade bodies, means we can provide the support and advice you need to meet the guidelines and successfully implement any change required within your business.

Keep in control

You can be confident all the necessary controls are in place across every area in which we support your business:

  • Technology – including quality assurance, access control and information/cyber security
  • Operations – procedures, reconciliations, audits and integrated business process management
  • Regulatory – helping you adhere to all relevant regulatory requirements
  • Projects – change, risk mitigation and program management

Maximize your distribution

Our team can support domestic and cross-border distribution of your products — helping you maximize opportunities on home soil, while taking advantage of the latest initiatives to tap into new and potentially lucrative markets.

Streamline your processing

We offer a complete, end-to-end solution that includes all processes relating to:

  • Investor servicing
  • Transactions and maintenance
  • Document management
  • In/outbound investor communication

Refine your reporting

We can provide a full range of reports to you and your investors. Our services include:

  • Management information
  • Investor reporting (statements, tax vouchers and confirmations)
  • Distributor and agent reporting
  • Financial, tax and regulatory reporting

Take advantage of technology

Underpinning the service we provide is our technology. We continually invest in our platforms, integrating process management tools and developing greater efficiencies. We do all of this to ensure you and your investors receive the optimum level of service and reliability.