Financial Mail - Investors Monthly - - Cover Story -

UNUM’S BIG­GEST CLIENT BASE is tra­di­tional in­vestors but its of­fer­ing to all client archetypes and its range of trad­ing tools and in­stru­ments en­sured its run­nerup spot in the over­all Top Bro­ker cat­e­gory.

Third-party trad­ing plat­forms are used, de­pend­ing on clients’ re­quire­ments — Pro­trader 3, Iress In­vestor, MT4, Sax­oTrader and Sax­oTraderGo. CFDs are backed into Ned­bank Cap­i­tal, Saxo Bank, In­vestec, Pere­grine and Ve­loc­ity Trade.

The firm strives to at­tract young savers by pro­vid­ing af­ford­able tax-free sav­ings ac­counts. Young in­vestors can call on the firm for in­vest­ment ad­vice and re­search with­out in­cur­ring the cost of a fi­nan­cial ad­viser. Dis­cre­tionary trad­ing, man­aged pri­vate share port­fo­lios, model port­fo­lios, be­spoke port­fo­lios, on­line men­tor­ships and as­set al­lo­ca­tion strate­gies are also of­fered.

Al­most 70% of clients say the firm’s ser­vice has im­proved over the past year and 67% say the over­all qual­ity of ser­vice is ex­cel­lent, while 64% of clients say that they have met with a rep­re­sen­ta­tive from Unum in per­son — and 76% in­di­cate they have a ded­i­cated bro­ker who as­sists them.

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