Additional Services

Training and Development

  • International staff training
  • Sales and prospecting seminars
  • Support and guidance on new and existing products
  • Recruitment assistance with discounted rates


Professional Indemnity

  • Enhanced cover via network group policy
  • Significant saving on costs of individual cover
  • Guidance on internal complaints procedures 
  • Support and guidance in the event of a claim


Banking/Custody platforms

  • 24/7 viewing capability
  • Consolidation and control of your customer’s assets
  • Live valuation service
  • Access to private banking products not normally available to the general public