• Processing of investor and intermediary transactions including amendments;
  • Investor and pay away bank account control and reconciliation;
  • Intermediary fee payments and reporting;
  • Electronic investor documentation and communication;
  • Provision of an on-line investor and broker investment reporting website;
  • Calculation and payment of commissions and fees across various models;
  • Calculation and payment of taxes and annuities;
  • Generation and provision of commission schedules and reports;
  • Trustee liaison and management (including independent trustee services if required);
  • Collection of investor and employer contributions;
  • Management and reconciliation of retirement fund transfers;
  • Various financial, operational and legislative reporting; and
  • Assistance with registration of solutions administered by Global.

  • Retirement Funds (retirement annuities, preservation funds)
  • Life Companies
  • Collective Investment Scheme Management Companies
  • Private Equity Industries
  • Hedge Fund Managers
  • Asset Managers
  • Wealth Managers
  • Independent Financial Advisors
  • Clients with bespoke product solution requirements
  • Offshore Schemes