Your clients trust you. Give them products you can stand behind.
If you are a stockbroker, asset manager, wealth advisor, or consultant, your reputation travels with every recommendation you make.
Verification your clients can check for themselves.
Faida gives you a partner whose products carry independent verification: CMA licences held continuously since 1995, a Co-operative Bank trusteeship and I&M Bank custody on the OAK Special Fund, and a 31-year institutional record your clients can look up rather than take on faith.
Get the intermediary pack.
OAK fact sheets, the fund Information Memorandum summary, and our latest market outlook, in one download. If a formal referral partnership is where you are headed, say so in the form and the Head of Distribution will pick it up directly.
How the partnership works.
Intermediary partners refer clients into OAK and Faida brokerage while keeping the client relationship theirs. We support the recommendation with documents, research, and a person who answers, because your standing with your client is the whole business.
