STANLIB Requirements Management

Time equals money.

In the dynamic world of investments time is of the essence.

At STANLIB we understand this. In our journey to create a more efficient new business process, we are launching the enhanced STANLIB Requirements Management process on the 13th of September 2010.

This is the first step in enabling you to track and monitor your clients’ investments which we believe will greatly enhance your experience with STANLIB.

You can expect the following changes:

1. STANLIB will now communicate any outstanding business requirements, upon receiving an instruction for new investments or additional investments for both Unit Trusts and Linked Investment business. Previously it could have taken up to 48 hours to communicate an outstanding requirement.
   
   
2. You will receive an e-mail notification from STANLIB. Your administrative assistant will be copied on the email provided that he/she is registered on STANLIB Online.
   
   
3. You can also track outstanding requirements on STANLIB Online, under Reporting>Monitoring and Tracking, as well as on STANLIB Mobile where you can view the list of outstanding requirements per client on your web-enabled cell phone.

STANLIB Requirements Management - Immediate notification, greater efficiency.

click here to go back to the advisors section