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, ETFs,
*stocks, *bonds and other products (* to be available in 2011) 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 provide investment advices and recommendations online without a 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.
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.
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.