Retail Intermediaries
The operating model that Conexim is using has been rolled out extensively in the UK, Australia and America, and is vastly different from the “one sized fits all” and “execution-only” models that is the reality with some platforms.
With an increased focus on transparency in pricing for consumers we have designed an open and future-proofed charging infrastructure that puts the Advisor in control of their own income. We empower Advisors and Financial Planners to communicate and reinforce their values to their clients. We deliver cutting edge reporting capabilities and online access to advisors and their clients.
We are very keen on promoting and enhancing your corporate image. This can include your clients online login, detailed valuation reports, Application Forms and Key Feature Documents.
Conexim has invested significantly in systems including its Wealth and Portfolio Management Systems as well as Fastrak, Bloomberg, Proquote and Morningstar. We also access institutional research reports from a variety of international and domestic managers.
We provide services to personal & corporate client accounts introduced by Intermediaries, as well as to the following pre and post retirement structures:
- Small Self Administered Schemes (‘SSAS’)
- Self-Administered Personal Retirement Bond (‘Buy Out Bond’)
- Approved Retirement Funds (‘ARFs’)
- Approved Minimum Retirement Funds (‘AMRFs’)
- Self-Administered PRSAs
Pensioneer Trustees
Conexim does not act as a Pensioneer Trustee itself, and believes fundamentally that an Independent Trustee which is separated from the Investment Advisor is an important part of any self administered pension structure.
The Conexim service to Trustees gives the Trustee the ability to access real time and periodic reports for all of the main pension products, and gives the Trustee the ability to service a client with a self-administered option for the following pension and post-retirement account types:
- Small Self Administered Schemes (‘SSAS’)
- Self-Administered Personal Retirement Bond (‘Buy Out Bond’)
- Approved Retirement Funds (‘ARFs’)
- Approved Minimum Retirement Funds (‘AMRFs’)
- Self-Administered PRSAs
All on-platform assets are held with Pershing (a BNY Mellon company), which has a significant global presence in Custody services. Pershing’s global custody operations service approximately 5.8 million active investor accounts and as of December 31, 2015 held over $1.5 trillion in global client assets, with Pershing’s global operations having net capital of $2 billion. The parent company, Bank of New York Mellon has $28.9 trillion in assets under custody and/or administration, and has a market capitalisation of $44.7 billion as of December 31, 2015 (Source).
ARFs and AMRFs
Conexim acts as Qualifying Fund Manager (‘QFM’) for Approved Retirement Funds (‘ARFs’) and Approved Minimum Retirement Funds (‘AMRFs’).
If you are an intermediary or trustee who requires a self-administered option for either ARFs or AMRFs, we can provide QFM services that are competitively priced, and can be provided on either a fixed fee or a percentage basis.
Conexim has a dedicated payroll function which can facilitate monthly or annual distributions to provide you with the required income post-retirement, and also satisfy the Revenue requirements around distributions and imputed distributions.