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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:
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Linked products |
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Units-trusts investor
administration |
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Investment-portfolio
administration |
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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:
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Portfolio switching |
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New-business processing |
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Member withdrawals |
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Annuity payroll |
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Investment reconciliations |
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Product and retirement fund
accounting |
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Telephonic client servicing |
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Support services (for
example Internet access) |
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