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YOUR WEALTH ADVISER AND iGP
We take care of your wealth adviser's
needs, so they can take care of yours.
iGP is committed to help your wealth adviser be
more effective and efficient in servicing you by providing them with
- Access to wide range of investment products on the iGP
platform such as funds, stocks, bonds and other products to customise
a diversified portfolio to meet your needs;
- Wrap account management to wrap all investment products into
one account;
- Fund transaction and administration services;
- 24/7 online account management and;
- Online transaction module that allows wealth advisers to
transact online without physical presence of client;
On top of the wide range of products, asset
consolidation, online transaction and cost savings that you enjoy by
investing through the iGP platform, you also benefit from the support
and services that we provide your wealth adviser.
Research Support
iGP has a team of full-time investment research
and content analysts producing research materials for your wealth
adviser so you can be assured that he or she is always kept abreast of
the latest market and product developments. iGP organises regular
trainings to introduce new products and provide updates.
Technology Support
iGP provides your wealth adviser access to the
best technology support, business reporting tools, customer management
and financial planning software.
Your wealth adviser can efficiently produce the
most up-to-date, accurate, complete and consolidated report for you.
With the information at hand, your wealth
adviser can provide an update for you or conduct a comprehensive
review with you any time.
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