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Investment Administration
Customer servicing excellence

Deliver high quality customer service with our help

Leveraging the experience and capacity of our outsourced operation allows you to focus resource on relationship building, product design and distribution to grow your business.

We offer comprehensive third-party investment administration services and governance support for a range of investment and deposit products. Transform customer experience with investment administration from Target: we cover all aspects of the portfolio lifecycle, from origination and servicing through to maturity.

Our track record demonstrates a commitment to providing the highest quality service to you and your customers with the regulatory controls and governance in place to ensure you stay safe.

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Governance and remediation

Governance and remediation support

Our investment administration sevices have been developed by our experienced and expert compliance team.

They've been tried and tested and our solutions have been designed to deliver a reliable, robust and compliant service.

Our team our focussed on keeping on top of the latest regulatory guidance and standards including:

  • Anti Money Laundering (AML) checks

  • Customer due diligence

  • Financial crime monitoring

  • Company audits

  • Regulatory reporting

  • HMRC reporting

management Information

Transparent management information

Comprehensive management information provides you with the transparency that enables you to monitor key trends and indicators, plus improved portfolio governance. Our servicing capabilities and team of financial servicing professionals and analysts work to give you total control of your portfolio.