Conexim primarily provides its services in conjunction with Intermediaries and Trustees.
If you are an Independent Trustee with clients requiring self directed options we can provide the advisory and trading platform for the clients across all asset classes, and facilitate reporting in both on-platform and off-platform assets.
If you are an Intermediary with clients primarily in life wrapped funds, we can assist you in broadening your advisory service to clients to include other asset classes including equities, fixed income securities, ETFs, and over 2,000 funds on-platform. You still retain the relationship with your client.
If you do not have a relationship with an Independent Trustee (for self directed pension or post retirement products such as ARFs and AMRFs, or are looking to move your pensions from a PRSA or occupational pensions scheme into a self-directed pension, we can assist you in the selection of an appropriate independent trustee.
We can also provide clients with advisory and receipt and transmission of orders support for CFDs (subject to meeting eligibility criteria).