Work with us as an institutional client.

 

We work with institutional partners to design and develop insurance-related investment solutions to cater for the specific needs of their clients.

Our solutions provide the opportunity to monetise and retain existing client relationships and give institutions a competitive edge.

Bespoke structuring or white labelling can be packaged alongside branding, website design and system integration for those who wish to brand our solutions as their own and retain control.

How to apply for terms of business

Step 1

Apply for our terms of business

We have designed the application process to be quick and easy so it shouldn’t take more than five minutes to apply.

Step 2

The agreement

Upon successful completion we’ll send an agreement to a nominated director who is able to electronically sign on behalf of the company.

Step 3

Welcome call

Finally, well schedule a welcome call with your dedicated account manager to help us understand you as a company, the needs of your clients and to discuss the services that can support you.

 

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