Generali International has launched an internet facility for intermediaries. The new website allo...
Generali International has launched an internet facility for intermediaries.
The new website allows intermediaries to select any of the 100 funds in which Generali International clients are invested, and view or print all the clients and their investments in that fund.
Intermediaries will be able to make immediate investment and marketing decisions to identify potential investors and manage a wide range of options in a much shorter time than would have been previously possible, according to the company.
For example, intermediaries will be able to know all their clients who are in a certain fund.
The new facility will apply to all four categories of Generali International's funds: Open, Substitution, Broker and Closed.
It will offer information on the clients invested, number of units allocated and value of the investment, the type of plan and plan number, its currency, and the introducer number.
Generali International provides personal financial products for the international investor including savings, retirement and investment plans. It is part of the Generali Group.
‘Important to have an anchor’
Report to be written by TPR
Lack of innovation for solutions
Some 2,000 consumers affected