Scheme/Fund Administration

We partner with multi-national companies, bodies, organizations, foundations, etc. to establish Staff Savings Schemes designed to encourage employees to save whilst also enhancing loyalty and long service. We also manage the database and benefit administration of such schemes to ensure the organisation and indeed their Human Resource departments can focus on other primary responsibilities.

Benefits

• Benefit and Database Administration Administering contributions and withdrawals of employees Database management Online Access Periodic electronic statements
• Scheme valuation and Accounting
• Collate and present Fund report on scheme to the Board of Trustees or appointed recipients
• One-on-One or Group financial planning services with information on attractive investment opportunities outside the Scheme
• Concessions to members towards other products e.g. Stockbroking Accounts, Individual Portfolio Management Service, etc.