Bankhall, winner of Professional Services Best IFA Services Award in 2005, 2006 and 2007, provides members access to a wealth of information and useful functionality through our members only portal. Our IT Support services also provide a range of e-business solutions and information services, including:

• Online quotations, including pension and bond quotations
• The ability to submit new business online
• Client file management assistance
• Direct links to key product provider microsites
• Online competency development tool, CPD recording and management
• Product research via Aequos
• Access to our online Helpdesk

Members are encouraged to take advantage of our client management functions designed to keep you up to date with policy performance and generate personalised documents for client use. For more information on our IT support service offerings we encourage you to contact our team on 0845 003 0400, OPT 1. *

 *  Please note some services are dependent on membership type and services may occasionally be temporarily unavailable due to upgrading or  maintenance of the system.