Clerical Medical launches offshore e-services

clock

Clerical Medical has rolled out an offshore illustration service for advisers, which will allow them to generate quotes more easily.

Functions include: Instant offshore quotes online The ability to save and retrieve offshore quotes easily Multiple offshore quotes Fund specific quotes and links to a database of over 5,000 funds showing discounts "Offshore bonds are becoming more mainstream," says John Van Der Wielen, managing director at Clerical Medical. "There is a need for advisers to have access to the same standard range of e-services that is provided onshore. The latest improvements to our site fulfil this need," he adds. Furthermore, Clerical Medical has added approximately 9,000 funds to its portfo...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

'At the end of the beginning': What to expect next with tokenisation

'At the end of the beginning': What to expect next with tokenisation

'Tokenisation is coming - at pace'

Alex Kerry
clock 08 April 2025 • 3 min read
Open arms or cautious welcome? Why AI in advice cannot be ignored

Open arms or cautious welcome? Why AI in advice cannot be ignored

'Putting aside the hype, AI is here to stay'

Jenny Thorpe
clock 25 March 2025 • 3 min read
'What about Maud?': When it comes to tech, don't underestimate older clients

'What about Maud?': When it comes to tech, don't underestimate older clients

Tech adoption among older people was accelerated by the pandemic

Rowan Whittington
clock 19 March 2025 • 4 min read