Clerical Medical has rolled out an offshore illustration service for advisers, which will allow them to generate quotes more easily.
- Instant offshore quotes online
- The ability to save and retrieve offshore quotes easily
- Multiple offshore quotes
- Fund specific quotes and links to a database of over 5,000 funds showing discounts
"Offshore bonds are becoming more mainstream," says John Van Der Wielen, managing director at Clerical Medical.
"There is a need for advisers to have access to the same standard range of e-services that is provided onshore. The latest improvements to our site fulfil this need," he adds.
Furthermore, Clerical Medical has added approximately 9,000 funds to its portfolio planning tool, Portfolio Architect which is designed to assist IFAs with portfolio construction.
Offshore and onshore e-services can be found at Clerical Medical's Adviser Zone. Users will receive a Unipass certificate recognised industry-wide to avoid the need for multiple usernames and passwords.IFAonline
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