 |
|
|||||||||||||||||||||||||||||||||||||||||||
|
Next Generation In Product Selection Software Instant recommendations on pensions, investment, and protection policies, based on forward looking, qualitative investment research. Match clients’ attitude towards risk to selected funds. Full compliance through a detailed audit trail of the selection process. The Next Generation Contract Selector represents the next generation in Product Selection software for IFAs. Unlike other systems, Contract Selector is not designed around a database. Instead, Contract Selector offers a selection process based on fundamental investment research and a thorough examination of contract features, investment funds and charges etc. which enables IFAs to quickly and easily navigate their way through the increasingly complex minefield of product selection. The unique features of Contract Selector are: - Fundamental investment research IFA input into the selection process Control at the point of sale Mechanism for matching clients’ ‘Attitude to Risk’ Includes general and IFA-specific special deals Full audit trail Advantages: - An easy-to-use, client-specific system, which reduces the time spent on product selection yet offers a coherent and comprehensive selection process. IFAs can input their own views on each product to reflect their experience in dealing with Product Providers Lower compliance costs, IFAs can control the use of the system by their sales force to ensure: - Uniformity Nationwide compliance Contract Selector can be used as a Head Office/Branch resource or at the Point of Sale Client’s views and preferences can be taken into account Contract Selector provides a full audit trail of the selection made. Contract Selector is unique in offering IFAs top quality qualitative investment research as part of the selection process. Research process is aimed at: - Understanding fund management processes Defining investment styles Making judgements within appropriate peer groups This is achieved by: - Extensive questionnaires Analysis of actual portfolios Face-to-face meetings, with senior personnel Analysis of past performance Funds are categorised by investment sectors and by OBSR’s style categories: |
|
||||||||||||||||||||||||||||||||||||||||||
Contract
Selector 