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Services for Independent Financial Advisers
As a professional financial adviser, you know that your clients depend on you to make well-balanced recommendations about their financial affairs. With so many financial products and services available on the market, spending time on selecting the right product from the right financial services provider is becoming an ever more demanding task.
A tradition of service
At Standard Bank Offshore, we aim to make your decision process that much simpler, by offering a comprehensive range of wealth management solutions, backed by high levels of personal service to both you as a financial adviser, and to those clients to whom you introduce our services. Each client is allocated a dedicated account manager and provided with their direct telephone number and contact details. Unlike many banks, clients always deal with us on a person-to-person basis and do not encounter automated call handling technology. We also have Internet banking facilities so that a client can access their account details 24 hours a day, 7 days a week.
Benefit from our approach
Underpinning our high levels of client service and comprehensive product range, we pay competitive rates of introductory commissions to IFAs who establish terms of business with us. Our application for terms of business is very straightforward and the whole process is quick to complete. As we believe our relationships with introducers to be of fundamental importance, a specific member of staff will be appointed to manage your relationship and will be your contact with the bank for all client business introduced.
Your next move
If you are an Independent Financial Adviser looking to establish a relationship offshore you will find a copy of our terms of business and an application for terms here. Or if you need to contact any of our team, please see attached PDF
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