Solutions for investments

Investment administration

Target delivers comprehensive third-party back office administrative services for the investment plan lifecycle.

Investment servicing from Target

Our administration servicing offer you the responsiveness and flexibility you need to exploit changing market conditions and achieve your overall investment strategy.

Engaging Target as your administration partner will allow you to meet fluctuating resource requirements and manage periods of intensive activity.

In addition to primary servicing we offer comprehensive standby servicing arrangements that ensure business continuity through contingent backup support you can depend on. Target does not take on Plan Manager status and does not offer competing products in this market.

Key Solution Features

Servicing Operation

Grow your business without constraints

Target is uniquely positioned to ensure your business can develop free of resource and technology constraints. Our state of the art investment servicing operation is powered by Target's own leading financial software system, developed to manage your specific structured investment and savings products.

Having full control over our software platform means we can deliver a flexible and responsive service tailored to your needs.

We continue to make significant investment in our infrastructure to ensure we are running your operations as efficiently as possible, providing you with the responsiveness and flexibility to rapidly innovate, develop and launch products.

Our track record demonstrates our success in providing major financial services clients with flexible and innovative investment administration services.

Insight

Freedom to focus on what's important

While you focus on product design, distribution and developing business, you can rest assured that Target is efficiently running the administration of your investment products and delivering great service.

We will keep you up to date with all the relevant information you need to closely monitor the performance of existing products, and easily configure and launch new products for speed to market.

By outsourcing the day to day adminstration of your structured investment or deposit products to us, you can be free to concentrate on your core strategic goals.

Efficiency

Experience is the difference

Target's investment servicing teams are experienced in administering a range of innovative investment products.

We operate with integrity and professionalism so that you can be confident your risk and reputation are being managed to the highest standards.

All our operational teams are provided with specific learning and development programmes, including industry accredited qualifications, that ensure our staff are skilled to optimum levels to efficiently service client products and customer accounts.

We are committed to continuous process improvement which sets us apart as a centre of excellence for plan administration.

Control

Putting you in control

Outsourcing does not mean loss of control. We pride ourselves on delivering regular, timely and reliable information to our clients.

Our team of qualified accounting professionals is able to provide in depth analysis and insightful management information, equipping you to make confident decisions. As part of the management of client money accounts, we will perform regular reconciliations of monies and assets to ensure your data is accurate.

Your service definition will clearly set out service levels and regular client account meetings will keep you fully informed.

Target's experienced Client Services Managers will work closely with you to champion and deliver your objectives. Our objective is to provide you with greater transparency, improved governance and complete control of your portfolio.

Compliance

Ensuring a compliant service

Target's dedicated Risk & Compliance team is focussed on ensuring compliance with industry legislation and regulations including FSA and HMRC.

Our experienced team closely monitors all new legislation and regulatory guidelines to manage the impact on our servicing operation and our clients. We ensure any risks to customer service and client reputation are promptly addressed.

Clients benefit from regular operational risk management and compliance reviews.

Target operates a risk management culture where all managers are required to document risks and escalate to the appropriate level. High level risks are addressed by Target's Risk Board and risks with the potential to impact clients are discussed at regular monthly service review meetings.

Success stories

GilliatGilliat, a trading name of private bank Arbuthnot Latham, outsources plan administration to Target Group

Gilliat Financial Solutions brings Plan Management in-house and outsources administration to Target Group.

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News articles

Credit SuisseCredit Suisse chooses Target again to manage fixed term deposit portfolio

Target has been reappointed by Credit Suisse to take on the servicing of its fixed term deposit portfolio.

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    How this solution works

    Product Expertise

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    Alternative Deployment Options

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