EFFICIENT GROUP SERVICES

MARKETING AND SALES DIVISION

Efficient Marketing is the culmination of the integration of all the Efficient Group services into a comprehensive value proposition.

Through our subsidiaries, our in-house product offering, our diverse range of services and our hands on approach, we are able to assist associated Financial Service Providers and Independent Financial Advisors to augment their position in the demand chain.

Benefits for associated IFA's

Wealth creation and preservation for investors.
Wealth creation for financial service providers.
Fully integrated administrative support and reporting.
Access to multiple unit trust fund and fund of funds designed to cater for an array of needs.
Marketing and sales support.
Continuous and up to date research.
Risk mitigation.
Regular networking events.
Ease of doing business.

Specialist Services

Preparation & implementation of an investment solution for investors and IFA’s.
Wide spectrum of investment products.
Hands-on support to streamline investment activities.
Administrative support including co-branded investment reports.
Monthly or quarterly newsletters to clients.
Access to current economic information.
Investment leads and referrals.
Promotional assistance.
Client and IFA feedback sessions.

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