Bank of Scotland Investment Service (BoSIS) is a specialist business within HBOS, one of the UK's largest and most successful financial services groups.
Established in 2001 when Halifax bought the operating assets of Equitable Life, BoSIS provides financial planning solutions to the Group’s private and corporate clients. Our advisers (Client Managers) benefit from a rich and varied source of leads from other parts of the HBOS Group. These range from Regulated Sales (our branch based investment advisers) to Private Banking, Corporate Banking and Business Banking.
We benefit from a market leading product range, supported by the investment expertise of our inhouse fund manager, Insight Investment, together with access to funds from Newton, Schroder & UBS.
We put clients at the centre of our business focus and understand what they want from a financial services organisation:
- They want high quality advice from experienced, qualified advisers working with them to develop propositions to achieve their objectives
- They want performance from their investment funds
- They require flexibility from our contracts to meet their changing circumstances
- They require top quality service pre and post sale and choice of medium in the way they do business, whether by internet, telephone or face to face
In BoSIS, we deliver on all counts.
We are also deeply proud of being the UK’s most productive sales force. BoSIS Client Managers write more business than any other comparative organisation; a tribute to the quality of our proposition but fundamentally supported by the quality of our people.
