Advisers

Article last updated: 20/05/09

North – tomorrow’s platform for today’s adviser
The search is over
Over the years, many advisers have ended up using multiple platforms in search of optimal functionality, leading to increased complexity, time-consuming administration and double handling.

The search for a platform that truly caters for all your client’s needs from accumulation to retirement and allows you to grow your business has proven elusive…until now.

The world of North
North allows you to meet the changing needs of your clients on one platform:

• flexible pricing, including a new low cost option for clients with simpler needs
• online direct share trading
• automated model portfolios and bulk trading allowing you to implement investment strategies efficiently and effectively
• access to an extensive menu of quality investments, including unit trusts, multi-manager funds, direct shares and term deposits
• real-time , straight through processing
• AXA’s Elevate’s award-winning individual insurance options
• captial protection with upside potential
• guaranteed retirement income.

North allows you to adjust your clients’ model portfolios with a wide range of investments, customise their pricing model, transfer them to a guarantee later in life and then switch to a retirement pension without triggering capital gains tax – all on the same platform.

North has the flexibility to match your advice solutions as your clients mature and their lifestyles change – it’s a true lifestyle advice model.