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Spotlight on.... Focus

Have Focus. Achieve more

Today’s sophisticated professional adviser is increasingly faced with a complex chain of product and service providers. Managing and interacting within this environment can not only be time-consuming, but often complicated.

Integrating your clients’ banking and investments within our award winning Focus service can provide the solution. Focus combines a range of private banking services to create a fully integrated banking and investment solution that includes: an interest bearing current account, fixed term and structured deposits, lending facilities, gold status Visa cards and discretionary and/or execution only investment dealing. In short, Focus offers a simple, seamless package which will save you time and simplify your administration.

The benefits offered

Integrating your clients’ banking and investment services in Focus can:

  • Save you time: let us do the administration while you look after the wider needs of your clients
  • Simplify financial matters for your client: a single consolidated statement is clear, concise and easy to understand
  • Provide your clients with a concise, consolidated overview of their assets and liabilities held with us
  • Ease the burden of multiple transactions: our telephone service makes banking and investment dealing quick and easy. Multiple transactions, such as internal account transfers, multi-currency transactions and investment dealing, can all be completed simultaneously over the phone in a single call
  • Make access easy: permission can be granted for you to receive electronic access to your clients’ account details or receive copy statements on a regular basis (subject to special mandate)
  • Provide total flexibility: as your clients’ financial needs change, so can the structure of the account. Focus has the ability to rapidly respond to clients’ specific banking and investment needs within one seamless, efficient and customer-driven package
  • Potentially reduce costs for you/your clients: competitive fee schedule
  • Offer exclusivity: we have the ability to ensure we do not cross sell to your clients
  • Quite simply, provide the account of the future today!

Focus is available for your clients with a minimum initial combination in cash and/or investments of £50,000, US$75,000 or €75,000, of which at least £5,000 (or currency equivalent) must be in cash.

For more information, please call us on +44 (0) 1624 645000 or full details on the Focus service are available to download online.