Alliances & Partners

Banks

Advisers

Collaboration with advisers

IFA's

Today's financial advisors are faced with greater challenges — and opportunities — than ever before. Your clients and prospects expect more from you, which means you need action able in sights and tools that can help move the needle for your business.

That's where we come in.

Services for Independent Financial Advisers

As a professional financial adviser, you know that your clients depend on you to make well-balanced recommendations about their financial affairs. With so many financial products and services available on the market, spending time on selecting the right product from the right financial services provider is becoming an ever more demanding task.

A tradition of service.

At Bancoii, we aim to make your decision process that much simpler, by offering a comprehensive range of wealth management solutions, backed by high levels of personal service to both you as a financial adviser, and to those clients to whom you introduce our services. Each client is allocated a dedicated account manager and provided with their direct telephone number and contact details. Unlike many banks, clients always deal with us on a person-to-person basis and do not encounter automated call handling technology. We also have Internet banking facilities so that a client can access their account details 24 hours a day, 7 days a week.

Benefit from our approach

Under pinning our high levels of client service and comprehensive product range, we pay competitive rates of introductory commissions to IFAs who establish terms of business with us. Our application for terms of business is very straight forward and the whole process is quick to complete. As we believe our relationships with introducers to be of fundamental importance, a specific member of staff will be appointed to manage your relationship and will be your contact with the bank for all client business introduced.

Your next move

If you are an Independent Financial Adviser looking to establish an international relationship you will find a copy of our terms of business and an application for terms here.

Please read our terms and conditions for IFA's.

To establish terms of business with us, please print and complete the application form and return it with the required documents to business-development@bancoii.com. If you have any queries regarding your application, please contact us through this email.

The Bancoii Partner Program

Wherever you want an international Bank take care of your investments, a Bancoii Certified Partner can make sure you get there. Choose a Bancoii Certified Partner with the validated credentials and areas of expertise that best fit your needs and business strategies. And be assured you’ll be partnering with a banker that meets the exacting standards of Bancoii.

When it comes to optimizing every aspect of your investments for business success, it’s what you know and who you know. That’s why it’s time you got to know a member of the Bancoii Partner Program.

Bancoii teams with partners that have the breadth of knowledge to deliver integrated investments solutions, and the depth of experience to create specialized solutions that address your unique requirements. An Bancoii Certified Partner is well qualified to become your trusted financially, delivering the products, services, expertise, and solutions that put you ahead of your competition. Fully Invested in Financial Expertise

Bancoii Certified Partners offer validated skills in one or more investment specialties— ranging from equity and real estate to private equity. You can select a Bancoii Certified Partner to assist you with any or all phases of your investment lifecycle—starting with the planning, preparation, and design stages, and proceeding through implementation, operations, support, and optimization.

Bancoii Certified Partners pride themselves on keeping pace with rapid investment innovation. On average, each of our partners has several experts on staff, with nearly 600 hours of specialized training to their collective credit. This represents a serious investment in financial knowledge that these experts can bring to bear on your infrastructure to deliver business value.

What’s more, Bancoii Certified Partners understand the strategic role the investments plays in your business strategy. By selecting a partner from Bancoii channel partner program, you’ll receive the experience and focus that exactly suits the business you’re in, and matches your unique way of doing business. And you’ll also get an established, seasoned business partner with a track record of success.

Measuring Success by Customer Satisfaction

Bancoii partners get it done — and done right. They share with Bancoii a commitment to continuous improvement, reflected in superior networking effectiveness and high customer satisfaction scores. Indeed, customer satisfaction is the corners tone of the Bancoii Channel Partner Program.

By requiring all our partners to gauge customer satisfaction in a consistent way, Bancoii helps ensure uniform standards of excellence across the global partner community.

Where Do You Go from Here?

No matter what direction your business takes you, there’s a Bancoii Certified Partner ready to work toward your success. Take advantage of the world-class knowledge, experience, and professionalism that only a qualified Bancoii Certified Partner can deliver.

Alliances

Other Partners