IS -Menu


 

   

 
  Investment Administration  
       

 

 

 

 

 

Investment Solutions has taken a strategic decision to build its administration capacity and base as the company sees this as a core part of its business.

Member-level administration services have in the past only been offered for in-house products and retirement funds, but Investment Solutions Administration Services (ISAS) will now provide services in the following categories to third parties purely as an administrator:

Linked products

Units-trusts investor administration

Investment-portfolio administration
 

ISAS’ service offering is modular in that each type is provided separately. Each major service is separately costed, so the cost/benefits of each can be independently assessed.

The main services offered are:

Portfolio switching
New-business processing
Member withdrawals
Annuity payroll
Investment reconciliations
Product and retirement fund accounting
Telephonic client servicing
Support services (for example Internet access)
 
 

 

 

 

     

 

 

 
   

© Investment Solutions Limited, 2009
Investment Solutions Limited is a licenced financial services provider, FAIS licence number 711.

 

                                             South Africa

                Namibia

                         Channel Islands

United Kingdom

Legal

Site Map Glossary In the News Disclaimer Privacy Statement