28 January 2023  
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When Financial Intermediaries (FIs) try to provide a larger selection of funds and services to their clients, they inevitably encounter a variety of business / administrative hurdles and operational challenges. Even well positioned brokers find it difficult to compete for new clients and risk losing existing clients if they cannot match the services offered by their competitors. We reduce those challenges by delivering our own unique complete turnkey solution.

We offer a large, unbiased selection of non-proprietary funds, simplify fund transaction processing, improve asset management capabilities, lower their administration costs, help improve their customer service and provide access to a wealth of real-time research and data.

Upon partnering with us, Financial Intermediaries will have immediate access to a wider selection of premium mutual funds, annuities and hedge funds and can sell them more efficiently and profitably. By employing the efficiencies of the Internet, we reduce costs, increase response time and convenience, and provide 24/7 access to online statements and financial tools.

Wall Street Global puts the Financial Intermediary back in full control:
  • Eliminating the need to submit applications to fund companies,
  • Streamlining redemptions and switching between funds,
  • Automating payments,
  • Consolidating account statements with multiple Institutions' brands.

In addition, by leveraging our strong relationships with mutual fund companies, we can offer a much higher commission payout to our participating Financial Institutions. We return most of the commissions and trails to the originating broker/bank based on the products and volume they sell. We pay the highest commission re-allowance back to our affiliates for the continued servicing of their clients.

In summary, Wall Street Global offers:
  • Higher Compensation. Because we act as an aggregator of financial intermediaries globally, we are usually able to negotiate higher trail and commission payouts from mutual fund companies. We understand the value of additional basis points and pass this on to our clients.
  • Better products and wider selection. We have the largest selection of offshore mutual funds available online. We distribute the highest quality offshore products from UK, Luxembourg and Dublin. Our products are the best available from the most reputable investment firms in Europe and the United States.
  • Superior brokerage access. We provide quick & efficient access to discount online trading, consolidated statements, online client statements and investment information.

Our Product Selection:

We strongly believe in the value of giving our Financial Intermediaries a choice in the investment products they offer their clients and the means to manage those investments. We deliver an unbiased collection of funds from fund companies around the world, enabling our FIs to acquire new clients and assets and to improve the service to their existing clients.

  • Offshore Mutual Funds
  • Regional, Cross-border and Onshore Mutual Funds
  • Variable Annuities
  • Fixed Annuities
  • Variable Life Insurance
  • US and Global Stocks
  • Bonds
  • Hedge Funds
To start enjoying the advantages of being a WSGlobal Financial Intermediary, please contact us through FI@WSGlobal.com and one of our relationship managers will get in touch with you.

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