Services for Financial Planners
Liberty supports benefits consultants and financial planners who advise or manage third-party pension assets professionally by providing central administration (back-office) and foundation services. We offer a choice of investment foundations and partner banks which support us with their products.
As a financial planner, you need to be free to focus on your clients and ensure them your best professional advice and care. In the case of securities investment solutions, your investment strategy generally relies on existing BVV2/OPP2-compliant products. Liberty offers an attractive range of extremely cost-effective products.
As your partner, we do our utmost to help you take best care of your client. To ensure personal and individual service, Liberty has designated an account manager to act as your central contact. He is responsible, in particular, for your accounts, transactions and contracts.
We shall be looking forward to your call.
