Relationship Management

Our focused business model and dynamic organisation allow us to respond to your queries in a very timely manner. Our experienced relationship teams are skilled in the service and operational needs of the funds environment, and are led by product specialists.

Product specialist

Available to provide daily, hands-on support and expertise on technical issues and regulatory changes.

Key point of contact

You will have a main point of contact for all of your service-related and technical queries.

Performance review

We review operational performance to ensure all service levels and expectations are being met.

Spotlight on efficiencies

We highlight any efficiencies that can be created to improve operational aspects and service delivery.

We are a First / Names Group Company