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.