Unless asked to do so, we have no desire to usurp the advisory role performed by financial advisers for their clients.
Place trades yourself and settle through us easy, and we keep all the records.
We provide duly authorised advisers access to records enabling informed and current advice to be given to your clients. Specific website login details are provided to named advisers, periodic performance reports are circulated and searches may be conducted at the client, product or entire relationship level.
The detailed reporting process makes a client's accounting obligations far less onerous, with comprehensible summaries also issued to facilitate your brief or thorough assessment of a client's investment performance and requirements.
Reputable dealer groups may seek specific dealer arrangements and/or label and manage one of Chimaera's refined investment products.
Commission payments, trails and other fees payable are processed seamlessly and with minimal need for correspondence.
