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BPO O’Keeffe & Swartz

 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 ...
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Fulcrum Group

 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 ...
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From The Glossary »

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Unit:

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.
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