Defaqto, the independent financial research company, is exhibiting its Aequos Engage product selection system to financial advisers at Adviser 2008 being held at the Scottish Exhibition + Conference Centre, Glasgow on 6 March.The company will also be providing information on Defaqto Compare, Defaqto Star Ratings, the latest free Multi-Manager guide as well as Defaqto’s Investment and Business News, a free daily newsletter commenting on the economic, business and financial issues of the day.
Aequos Engage provides financial advisers with online information on financial products covering pensions, protection, investments, including wraps, as well as equity release and offshore products. Operating as a solutions-based system, Aequos Engage provides all the tools necessary for advisers to quickly identify the correct products for their clients, as well as providing suitability letters to cover compliance requirements.
Commenting on the exhibition, Roger Perry, Adviser National Accounts Manager at Defaqto said:” While we are very pleased with the success we have already achieved with Aequos Engage, we are not resting on our laurels and are using this opportunity to raise awareness for it and our other products among advisers in Scotland. It is always very satisfying to have the opportunity to meeting individual advisers and discussing their needs and being able to demonstrate our capabilities.”
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For further information contact:
Defaqto Limited
Chris Johnston or Luci Mylward
01844 295 454
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Defaqto is exhibiting at the Your Money Matters Exhibition on 2/3 February 2008 at ExCel London. Unlike other exhibitors who will be promoting their products and services direct to the public, Defaqto will be encouraging visitors to think about planning their finances, particularly related to major events in their lives.
As a truly independent financial research company, Defaqto provides financial advisers with online information on thousands of financial products. Built into these databases are all the sorting and sifting functionality required by financial advisers to enable them to identify the correct products for their clients in the most timely and accurate manner.
Unlike the web comparison sites which focus mainly on the costs of different policies, Defaqto’s focus is much more about identifying the quality of the products across the whole market. To this end, Defaqto rates products for the quality of the features and benefits they offer and puts them in five different Star Rating categories, with five stars being the highest.
Commenting on the exhibition Brian Brown, Head of Insight at Defaqto, said: “At the exhibition we will be aiming to raise awareness of how different types of product will be appropriate at various life stages and trying to ensure consumers ask the right questions when buying financial products. This is particularly important for pensions, investments and protection products as these are often taken out with the intention of keeping them for many years. With products such as home or motor insurance, mortgages or loans, while these are often taken out for shorter lengths of time, it is equally vital to select the right products for the purpose intended. We think raising awareness of how to do this is an important service.”
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For further information contact:
Defaqto Limited
Brian Brown, Chris Johnston or Luci Mylward
01844 295 454
Bookmark this article:
These icons link to social bookmarking sites where readers can share and discover new web pages.
