Marketing Support

SFM Group has more than a decade of providing extensive experience in marketing financial products for all our clients and partners.

Our marketing support team provides an unmatched range of services based on the same principles of innovation and flexibility that are the hallmarks of our product concept. Our complete package of global marketing support is designed to support SFM Group’s retail and institutional investment products. Among the services we offer are product brochure design, supply and distribution, web page design and marketing as well as the design, production and distribution of a range of data services providing detailed information on our funds, as well as market analysis and insight from our investment professionals. Our commitment to the excellence of all our products also led to the inception in 1997 of our own dedicated training department within the SFM Group. SFM Group Training Services, which has relationships with over 50 financial institutions and has delivered more than 3,000 training sessions, offers a range of training products designed to meet the complete needs of financial institutions and networks. These include tailor-made programmes covering finance matters, sales and service support as well as product and specialised training with intensive two to five day tailor-made seminars for partners focusing on such matters as financial advisory services for retail clients and practical case studies. We also offer courses on running and controlling effective sales, including introductory seminars and seminars focusing on individual coaching, effective servicing and monitoring sales, post-sale opportunities and the importance and benefits of client management over account management. Our commitment to delivering the best products available is paramount in our operations and our extensive product training programmes cover existing distribution channels, technical product description, sales arguments, administration, and servicing. Beyond our regular training courses we offer customised programmes with individual content as well as specialised training as part of legal requirements for licence obtainment.