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What we're doing to support you and your clients

Given the rapid changes due to Covid-19, we wanted to let you know what we’re doing to offer you and your clients the best support possible.

 

We're taking a proactive approach

 

We believe the situation will continue to change fairly swiftly, so we’re implementing proactive measures to stay ahead of developments wherever possible.

 

To reduce the risk to our employees and our business, and to you and your clients, our teams are working remotely. However, we are still very much business as usual.

 

Our Investor Services team is operating as normal to process your clients’ new applications and respond to their enquiries, while our Business Development team is also working regular office hours (9am-6pm) and available to speak with you whenever you need them.

 

Application process

 

To ensure our application process continues without interruption, we have expanded our use of DocuSign across our entire product range. DocuSign allows all applications to be completed digitally without the need to print, scan and post.

 

If you or your clients would prefer to complete a handwritten application, we are also happy to accept scans, provided we are still sent the hardcopies for record-keeping.

 

To discuss finding a process that works for you, please contact your local BDM, via email here, and they’ll be more than happy to assist.

 

Safeguarding our stakeholders

 

In the current environment, we are no longer holding face-to-face meetings for the time being. Instead, our teams are available via phone and email, and can meet with you through our range of webinar, conferencing and virtual channels. Our systems are tried and tested so, despite these abnormal times, our service and communications to you will continue as normal.

 

In terms of future-proofing, our business is fully set up to work remotely without interruption. With employees based around the UK, all of our systems are already cloud-based, with back-up servers in place to protect data. 

 

We are also undertaking a daily review of the Government guidance to continue implementing effective measures as the situation evolves. 

 

Talking with us

 

It is understandable some of your clients may feel unsettled in these times. However, our investments are designed with long-term strategies and our Business Development team and Investment Directors are at your disposal to answer any questions that you or your clients may have. 

 

You can reach us at bd@pumainvestments.co.uk or 0207 408 4070. Please get in touch if there’s anything we can assist you or your clients with – we’re always available and happy to help.