SERVICES

For clients who adopt ObjectWay Software Solutions in their Information System


SaaS

For financial institutions that decide to outsource the running and management of applications based on ObjectWay Financial Software products

PRIVATE PERSONAL PORTFOLIO BOND

Personal Portfolio Bond legislation means that the tax efficiency of an insurance policy can be combined with the flexibility of the underlying funds selected by the customer, into a single financial product.

The ObjectWay Financial Suite platform has two solutions for insurance companies offering this product: ObjectWay Private Personal Portfolio Bond (PPB) Advisory Services and OFS Advice - Portfolio.

OBJECTWAY PRIVATE PPB ADVISORY

ObjectWay Private PPB Advisory provides support for the planning and management of investment funds underlying Personal Portfolio Bonds.

DETAILS

OBJECTWAY PPB PORTFOLIO

The solution provides for on-line statements for private bankers and clients for Personal Portfolio Bond products.

DETAILS

 

 

WHO & WHAT

CNP ASSURANCES

CNP Assurances, Franceís leading personal insurer, selected ObjectWay Personal Portfolio Bond for the global distribution of its "Life Excellence Private" policies to its high networth clients that are managed by its Irish subsidiary, CNP Europe Life. CNP insurance policies are distributed in Italy by Unicredit Private Banking whereas the French distribution network is now being planned. ObjectWay software permits CNP Europe Life to provide their distributors with a tool for the management of policy asset allocation, real-time reporting and assuring compliance with asset management policies.

SELLA LIFE

Sella Life Ltd. is the Banca Sella Groupís Irish life insurance company specializing in the development and packaging of tailor-made life insurance products for private Italian and European customers, distributed primarily through the Groupís Italian and non-Italian networks.

The company selected ObjectWay Personal Portfolio Bond for the development and distribution of tailor-made policies to private customers.

The software is provided by the ObjectWay data centre, in SaaS mode