CMI online valuation service

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Professional Adviser
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Clerical Medical International has launched an online valuation service for intermediaries with clie...

Clerical Medical International has launched an online valuation service for intermediaries with clients who invest in its Global Investor offshore portfolio bond. The service means intermediaries will be able to manage the database for investors of the offshore portfolio bond online. Jon Baker, senior marketing executive of investment products at Clerical Medical International, said: "Before, most intermediaries could only view valuations manually through a paper-based system. Now they can find valuations with a press of a button to make it easier to give their clients advice on the pro...

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