Financial Planning
- Just
download, print & sign the below forms (on the bottom
RHS) to begin the process...
and we will help
you set up a financial plan and secure your
future. You may wish to plan for a child's education, the
purchase of a dream home, or for retirement income. With
access to over 30,000 financial products, we always try to
find solutions that meet your changing needs throughout the
many stages of life.
Our advanced and secure web
technology allows every client to monitor the performance of
their investments and view their current financial status
on-line.
Inter-Alliance WorldNet's Global Access
System
Inter-Alliance WorldNet's Global
Access system is a 'state of the art' management tool for
financial advisors, which enables them to concentrate on
serving your interests better. Now your Inter-Alliance
WorldNet's advisor can provide you with a comprehensive
summary of all your assets and liabilities, consolidated into
one report and presented in the currency of your
choice.
Accurate and Graphical
Reports
These can be provided on a regular
basis or on demand from your financial advisor. A variety of
different views, sorted by asset class or by sector, can be
used to classify your investments. Inter-Alliance WorldNet's
Global Access system uses the latest prices available at the
close of each business day to ensure that you and your advisor
have the most up-to-date information in
hand.
Aggregated
Information
Information is collated from a
range of different sources including feeds from the Financial
Times as well as directly from stock markets, major fund
managers and insurance companies around the
world.
Online Access
If you
require, your net asset value can be made available online so
that you can monitor your investments twenty-four hours a day,
anywhere in the world. Using your unique user identification
number and a password that you choose, you are able to view
your investments by accessing printable reports directly from
your advisor's own website. This allows you to monitor any
business that you have transacted through your advisor.
Pending purchases, sales and switches will appear, confirming
that your consultant has acted upon your instructions. Online
access will also allow you to use the financial calculators
that Inter-Alliance WorldNet's members provide on their
websites.
Security and
Confidentiality
Security is a priority to Inter-Alliance
WorldNet. The latest encryption techniques and preventative
measures are used to protect your data, which is kept locked
in a dedicated data processing area comprising a whole floor
of our data processing offices with strictly controlled
access. Most importantly, at no time are your name or contact
details associated online with your investments. Therefore, in
the unlikely event of our security being breached, the
information that could be obtained would be of little
value.
Inter-Alliance WorldNet's Global
Access system is based in Hong Kong. The Hong Kong Data
Protection Ordinance protects your personal data. Additionally
the system is approved by the Data Privacy Commission in the
Isle of Man.
