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Introducing Broker Activity
ULN has been performing introducing broker activities for insurance and asset management companies for over 10 years.

ULN Sim is responsible for the introduction into the Italian domestic market of a few and selected insurance and financial firms, carefully evaluated and constantly reviewed and it has raised over $ 1.2 billion so far.

The introducing broker activity consists in:

  • introduction and promotion of the brand and the products to the top management of the financial companies (banks, "SIM"- brokers, SGR-wealth management companies, banking foundations, pension plans), thanks to a wide net of long-lasting and consolidated personal and professional relationships.

  • Direct pre and post purchase customer care activity.

  • Distribution of marketing and information material.

  • Assistance in the production, translation and filing of marketing material and offering documents for the Italian market.

  • Organization of road shows, confidential meetings, theme meetings; relationships with the financial press.

  • “Secretarial and logistic activities in ULN Sim SpA offices in Naples and Rome”