Work with us as a wealth manager

Our regulated structure provides wealth managers with suitability assessment on life, general and insurance-related investment products so they can advise their clients and high net worth individuals with confidence.

We create tailored cover for our partners’ clients through international market access, flexibility over limits and currency requirements and an understanding of complex ownership structures.

Clients choose us for our innovative product structuring and exceptional technical support, that frees our partners to focus on their valued client relationships.

Our online portal allows for the onboarding of clients, valuations, policy servicing and administration.

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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