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Offshore Stockbrokers Launch Portfolio Valuation Service

by Carla Johnson, Investors Offshore, London

13 December 2001

Jersey and Isle of Man based Standard Bank Stockbrokers have launched a new Internet based portfolio valuation and account enquiry system for intermediary and private clients.

Portfolio online provides clients with secure Internet access to their portfolios and accounts. The new service will enable clients to more efficiently monitor their equity, bond and offshore fund portfolios and to access them outside of normal office hours. Information will be updated at the end of each day¹s trading providing current valuations for users as well as enquiry facilities for their dealing and income accounts.

Security has been a major priority in the development of the service and the system boasts advanced firewall technology and encryption tools. Clients have to enter a user identity, memorable date and unique password in order to access their accounts.

"This new system will provide real benefits to our world-wide client base who are supported by one of the largest investment teams offshore," commented Standard Bank Stockbrokers Jersey based Managing Director, Haydn

"Intermediaries will find the administration of their client accounts can be undertaken far more efficiently with the system giving them access to all their accounts with us through one login. Our client base, both local and international, will benefit significantly from the ability to access information at a time which best suits them. In the volatile markets we are currently experiencing, clients need to be able to closely monitor the performance of their investments whether we are managing them or indeed if they are making their own investment decisions."

"We are a forward looking group and this is just the first stage in the development of our on-line services. Further functionality will be available soon as we continue to develop the service to meet the needs of today's sophisticated private client requiring an all embracing wealth management service. New technology offers tremendous opportunities and where it can benefit our clients, we want to take advantage."

The new Portfolio online service is free to fee based clients of Standard Bank Stockbrokers. Other clients will be pay a £50 administration fee per annum. The service is available to all clients and the company is currently
offering a free trial period up to 31st December 2001.

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