Finance

Financial back-office operations

We offer a back-end operations for Vision Wealth Management UK, via our parent company Morris Consultancy Services UK. Operations include CRM analysis of high net-worth individuals, appointment fixing for the UK sales team, record keeping, transactions compliance management, and scheduling of time-series activities. Securities dealt with include Unit Trusts, Investment Trusts, Open Ended Investment Companies, Investment & Offshore Bonds, and Venture Capital Trusts.