Case Analysis : Ioof Holdings Limited

2951 Words May 5th, 2015 12 Pages
.0 Introduction
IOOF Holdings Limited is an Australian company incorporated in 1846 and has an impressive brand value and reputation. It is a publicly traded company and listed on the Australian Securities Exchange in the ASX top 100 (ASX: IFL). It offers a range of financial products and services to the myriad of customers in line with the changing business environment by successfully mitigating the risk associated with the investment. At Present they manage and administer more than $142.9 billion of client monies (Sep 2013).
The company offers wide variety of products and services to cater to the needs of different segments of the society including retail consumers, SME (Small and Medium Enterprises), large organizations and financial advisors. It operates four divisions’ namely financial advice and distribution services, platform management and administration, investment management products and trustees services.
 Financial Advice and Distribution Services: It provides services to the retail client in terms of wealth management/protection, investment strategies, retirement planning and stock broking with the help of extensive network of financial advisers and stockbrokers.
 Platform Management and Administration: It basically allows the stakeholders like clients, employers and advisers to manage a wide range of superannuation and investment options.
 Investment Management Products: It offers the comprehensive range of investment products and services that suits to the…
Open Document