Become an introducer

The Cash Management service will provide a number of benefits to you:

• You can deepen your relationships with clients and manage a greater proportion of client assets.
• You can enhance and complement your existing services.
• Remove the time cost of researching the most appropriate cash deposit accounts.
• You can access up to date values on your clients’ accounts.
• You retain control of your client relationship.
• You can have peace of mind that we won’t cross sell.

If you would like to become an introducer, please submit our Make An Application form or call to speak to one of the New Business Team today.