We are committed to delivering the highest standards of service to our clients. Our goal is to establish a customized client service plan for every client focused on understanding what each client values and why they value it, what they want us to communicate to them and how they want it communicated.
As a CC&L client, you will be entitled to:
- Industry-leading client service: CC&L clients have the benefit of one of the most comprehensive levels of client service in the industry delivered by a dedicated Client Solutions Team specialist.
- Non-investment alpha: We further strengthen client relationships by sharing our ideas and research insights on a variety of investment topics through client publications, seminars and one-on-one meetings
- Convenient access: Access to research, publications and details on your account is conveniently available on-line, 24 hours a day. Through our secure client website, you can easily find:
- Portfolio Valuations
- Account Statements and Reports
- Investment Information
- Performance Details
- Governance and Compliance Documents
…. and more!
For more information about services available to you as a CC&L client, please contact Phil Cotterill.
Phil
Cotterill
Head of Client Solutions