O’Keeffe & Swartz BPO are business process outsource specialists.
We focus on:
Fulfilment and maintenance of policies,
Policy premium collection,
Debit order processing,
Inbound customer services and;
Data analysis and database nurturing
to ... More Details »
Our focus is on the insurance market, specifically insurers, brokerages and UMAs, to which we offer bespoke lending, investment and management services through the distinct pillars of our business: Fulcrum Capital and Fulcrum Delta.
Fulcrum Capital is licence-independent, offering specialist ... More Details »
A unit is an apportioned part of the pooled assets or a segment of the ownership of the entire unitised portfolio. Investors who have a stake in a unitised portfolio own one or more untis that all have the same value. The pool of assets comprising the portfolio is often referred to as the underlying securities.