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  Case Studies - Adviser


AXA

AXA's decision to adopt Virtual Broker Adviser (VBA) enables their accredited advisers to utilise a complete online trading solution facility through a fully customised website. Mr Richard Shermon, AXA's General Manager of Marketing and Retail Products said, "This product places a highly sophisticated solution on the desktop of advisers in a very cost effective manner. We also expect this relationship to offer further additional and exciting products as they become available. This is part of our continuous focus on enhancing our services to help financial advisers meet the needs of an increasingly sophisticated investor market. Accredited advisers will now be able to offer stock trading as part of their overall service to their customers - in a timely and efficient manner. In the current cycle this is very important as markets move quickly. Trading shares should only be undertaken, in my opinion, as part of a thoroughly considered and professionally administered plan. But once the decision to move has been made, time is of the essence".

View AXA's Virtual Broker Adviser web site at www.virtualbroker.com.au/summit.

 

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Page compiled at 2:01:13 PM, Wednesday, 8 September 2010 AEST