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RL360 launches online dealing for

By International Adviser, 2 Jul 14

RL360° has launched online dealing across all of its portfolio bond policies, allowing investment advisers to deal and switch between their policies with the company online.

RL360° has launched online dealing across all of its portfolio bond policies, allowing investment advisers to deal and switch between their policies with the company online.

It follows the introduction of online dealing in early 2013.

The online dealing will apply to both new and old policies, and advisers will have access to a full history of transactions across all the policies for which they have dealing rights.

The Isle of Man-based company said that users will be able to select a policy and perform a number of different transaction types from the dealing home screen, including individual buying and selling of assets, foreign exchanges and linked trades.

Users will be kept updated on the progress of trades with notifications to their online mailbox.
Director of marketing Natalie Hall said: “Using our online service centre is now the fastest, most reliable and secure method of changing clients’ asset mix.

“Online dealing is yet another enhancement in our programme of online developments, and there are lots more improvements being worked on.”

In March, the company announced plans to expand into South America and Qatar after hiring Leon Sears as regional sales manager for Latin America.
 

Tags: Isle Of Man | Rl360

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.