Benefits of DCM for introducers

The way we work with you and your clients is completely flexible and can be tailored upon the individual needs of
each of your clients. Some clients may want you to be fully involved in the process, from data capture and account
application, to on-going management.

Alternatively you may wish to work with us in a less involved manner, and only be informed of your clients’ cash account situation.

Working with the DCM service:

• You can deepen your relationships with clients and manage a greater proportion of client assets.
• Remove the time cost of researching the most appropriate cash deposit accounts.
• You can enhance and complement your existing services.
• 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.