- 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
