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Delegated Investments Services 3 Delegated Investments Services 3

…by acting as a 100% ‘behind-the-scenes’ service to boost your offering to your clients. We take care of all the background investment research so that you can provide your clients with a flexible, end-to-end range of investments solutions.

Our delegated investment services platform provides a comprehensive retirement solution that you can white-label, and use as the back-bone from which to further grow your business.

  • Salient features:
    • Investment consulting and management solution
    • A partnership via a dedicated investment committee
    • Regular investment monitoring and reporting – Retirement Readiness Report
    • Flexibility and choice of a wide range of investment funds
    • Effective governance framework


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