Investor Presentaiton
17
equity
Relationship Management
Categorisation of Brokers
REDSTAR
Categorisation of Brokers is being introduced to drive sales activity and to assist broker
relationship management
Star Brokers
Significant value - major contributor to one class or several. Key relationship likely to
be with Class Underwriter
Target Brokers
Not yet the size to be a Star or not as high a value, but has some type of special
-
facility likely to be larger number than Star brokers. Main focus for business
development targets for Equity Sales Managers
Standard
Others, not sizeable or considered to have as much value – the majority by number
relationship management
Review
Those concerned with e.g. poor performance or other issues. Should look to improve
or consider cancellation.View entire presentation