The Investment relationship formula
There’s a perfect balance. Time spent on Investor relationship x Time spent on service management. We’re the “x” in the equation. Helping you get the balance right.
Deliver high quality customer service with our help
Leveraging the experience and capacity of our outsourced operation allows you to focus resource on relationship building, product design and distribution to grow your business.
We offer comprehensive third-party investment administration services and governance support for a range of investment and deposit products. Transform customer experience with investment administration from Target: we cover all aspects of the portfolio lifecycle, from origination and servicing through to maturity.
Our track record demonstrates a commitment to providing the highest quality service to you and your customers with the regulatory controls and governance in place to ensure you stay safe.
Governance and remediation support
Our investment administration sevices have been developed by our experienced and expert compliance team.
They've been tried and tested and our solutions have been designed to deliver a reliable, robust and compliant service.
Our team our focussed on keeping on top of the latest regulatory guidance and standards including:
Anti Money Laundering (AML) checks
Customer due diligence
Financial crime monitoring
Company audits
Regulatory reporting
HMRC reporting
Transparent management information
Comprehensive management information provides you with the transparency to monitor key trends and indicators, plus improved portfolio governance.
Our servicing capabilities and team of financial servicing professionals and expert analysts work to give you total control of your portfolio.
