The Four Layers of Service

Service should be a different menu for different customers depending on size of the transacted business. This does not affect the level of technical attention given to any customer.

  • Layer ONE (the base level): designed for customers with relatively small portfolio. Our qualified and trained team will assist them in all aspect and will always make sure that they are well looked-after.
  • Layer TWO: It is a customer with large portfolio that requires to be serviced through a special team. This dedicated Team services only this category of clients.
  • Layer THREE: The size of the business is large enough that necessitates a dedicated employee(s) whose job is to only serve this specific client. This setup is controlled and lead by our department Managers. We are able to allocate the employee(s) in the premises of the client if service volume necessitate such arrangement.
  • Layer FOUR: It is where we enter in a very special arrangement with our customer, a form of Joint Venture or Profit Sharing. This will be similar to having an in-house brokerage firm for the client to serve the customer and all its Affiliated Companies. Under level 4, there will be a dedicated Team to service this specific client located as per the client’s choice, special stationery, special telephone and fax lines, separate accounts and documentation. At the end of the year, the customer shares a part of the profit generated from his portfolio. This is a full transparent setup.