Administration
We are Your Dependable Partner.
Our Offering is simple, we provide functional, efficient and customisable back office services to you as a Financial Advisor.
You may have an existing administrator or administration team but still find that there is not enough time in the day to see more clients. The reasons may be lack of admin experience, too many applications or multiple requests of a complex nature? Perhaps your team lacks your input and guidance due to you not having enough time? The list is long when it comes to the challenges you may be facing.
What do you and your team enjoy about administration?
Perhaps your team is good with processing new business we can then help with servicing.
Our services will allow you to focus on your strengths while we focus on your weaknesses.
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Processing of new business
Completing application forms along with arranging for medicals and submitting all underwriting requirements. We handle the followups on your behalf
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Servicing and client preservation
Do you enjoy changing a beneficiary or updating bank accounts? Does your team provide clients with statements and tax certificates. We can do that for you
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Investment administration
Completing switches, changing debit order details and also completing the infamous section 14 transfers.
New Business
We work with your consultants and our network to get your new business issued as quickly as possible.
- Medical Aid
- Gap Cover
- Risk application
- Additional Cover
- New Investments
- Additional Investments
Servicing
We allow you to offer the best service to your clients. No task or query is too big or small for our team.
- Change of Address
- Change of Beneficiary
- Debit Order Issues
- Change of Bank
- Claims
- Investments Switches and Transfers
Some of our clients have an excellent admin team but they just don’t have a way of dealing with overflows and bottlenecks.
We can help!
We Get Results
If your admin team is not coping in any area, we can assist you. Our administrators have relationships and a network that runs deep into each financial product provider. We get results where advisors have had nothing but frustration and dissatisfaction.
Free up Time
We can do what you don’t enjoy thus freeing you and your team up to focus on the your strengths. With us you choose what admin you would like to do and what you would like to leave in the hands of our team.
Peace of Mind
Our administrators treat every task with professional integrity and what we say we will do, we will do. The peace of mind provided through our professional service has allowed many of our Advisors the freedom to focus grow their business.
