Navigator named our number one servant

FPA/fund-manager/colonial-first-state/Zurich/fund-managers/asset-management/

2 October 2001
| By Jason Spits |

NorwichUnion’s Navigator master trust has taken out the top honour in the premier service level awards for retail financial services.

Navigator took out overall first place in the Assirt Service Level Survey awards, announced last night at a gala dinner in Sydney, while Asgard and Summit took out equal second place.

The win for Navigator comes after an extensive redevelopment of the master trust product, which took three years to complete at a cost of more than $40 million.

Colonial First State took top honours in the fund manager rankings, while Zurich came in second, and Perpetual and Norwich came in equal third.

The award polled 495 advisers gathered at random from the Financial Planning Association (FPA) member lists, and telephone directories. The survey covered 19 fund managers and eight master trust and wrap accounts.

The survey examined a range of key service features across seven categories, including quality of asset management, marketing and administration support, technical services and effectiveness of communication.

Service levels move to the forepage 27.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo