Portavista is a wrap platform with a difference. It has been developed specifically for financial intermediaries by Bankhall - a firm that has been providing award winning support to the IFA sector for over 15 years and Capita, a leading support service solution provider. Its unique features could help you offer a superior service to your clients at a time when they need you most.

Why choose Portavista?

If you are looking for a truly independent platform, that can offer your clients fantastic investment opportunities, Portavista is the platform of choice.

Portavista integrates with market leading back office systems such as Capita Financial Software’s CCD v4.0 and Bankhall Online client management but, unlike other platforms in the market, does not hold your client data. Furthermore it gives you the opportunity to offer your clients exclusive access to funds managed by the portfolio management group of a global investment bank.

Portavista will provide you with the opportunity to develop a new way of delivering advice to your customers — offering both additional income opportunities and potential service improvements.

Key benefits include:

Choice — Portavista is being developed to give you access to multiple wrappers on one independent trading platform, offering your clients more choice when compared to other platforms.

Efficiency — Smart use of technology could save you time and money, helping you to service your clients more effectively.

Reduce risk — Portavista allows you to keep control of your client records, mitigating the risk of disintermediation.

Regulatory requirements — Portavista could help you meet the FSA’s regulatory requirements and Treating Customers Fairly guidelines.

For more information on Portavista, call 0845 003 0707 or click here

Portavista is a trading style of Bankhall Investment Associates Limited (BIA), a company registered in England and Wales with Company No. 2785381 and registered office at The Southmark Building, 3 Barrington Road, Altrincham, Cheshire, WA14 1GY TEL: 0845 003 0707 CAS-91583-RK9U

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Did you know..

Creating labels for your Christmas cards.

It’s that time again when we all have to think about who we will send a Christmas card to this year. Still trawling your database client by client? Let CCD do the work for you. Click on the link below and follow this easy step by step process to produce your address labels in minutes.

Click here to download article

This handy tip comes to you with seasonal compliments from your CFSL training team.

This is just one of the many ways you can use your existing client information quickly and easily. If you would like to know more about how to use or “mine” your database why not attend one of the exciting new workshops that we are currently running across the country.

Workshops are interactive and use our trainers’ extensive system knowledge along with your experiences of using CCD to work through some best practices. Best practice will maximise your impact and minimise your time and expense.

Training Christmas Specials!!!

Available on bookings confirmed before 31/12/2008– Workshops, Public Courses and hourly Onlines all discounted to £99+vat (subject to availability).

Please contact our Training and Consultancy team to discuss your options on 01279 756086 or send an email to training@quaysoftware.co.uk

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The Treating Customers Fairly initiative (TCF) is an important example of the principles-based approach to regulation in practice. As with the FSA’s principles based approach generally, focus is on placing responsibility on a firms’ senior management to deliver fair outcomes for consumers and offering firms the flexibility to deliver these outcomes in the way which best suits their business.

By the end of December 2008 the FSA expects firms to be able to demonstrate to themselves, and to the FSA, that they are consistently treating their customers fairly. TCF remains central to the FSA’s retail strategy and is a hugely important part of the FSA’s retail agenda for consumer protection.

What is required?

The FSA expect firms to meet the December deadline. In June 2008 the FSA made it clear that to do this, firms should:

• be able to demonstrate that senior management have instilled a culture whereby they understand what the fair treatment of customers means; where they expect their staff to achieve this at all times; and where (a relatively small number of) errors are promptly found, put right and learned from;
• be appropriately and accurately measuring performance against all customer fairness issues materially relevant to their business, and be acting on the results;
• be demonstrating through those measures that they are delivering fair outcomes; and
• have no serious failings – whether seen through management information (MI) or known to the FSA – including in areas of regulatory interest previously publicised by the FSA.

TCF and your business

The FSA ‘Conduct of Business Rules’ support the principle of TCF, so if you’re following the rules relevant to the mortgage industry, you’re probably already implementing TCF in much of what you do. However, in order to satisfy FSA requirements, you need to take extra steps to show how you’re implementing TCF throughout your business.

Click here to find out more.

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