Client Servicing

The ongoing service or financial plan follow-up is a key, but unspectacular component in delivering a financial plan. The ongoing service promise is guided by the differing need for involvement of each investor. Mondial aims to offer consistency through the following channels:

  • The Mondial Helicon system which provides valuations on most portfolios as at the close of business the previous working day. This is a 24/7 service.

  • The Client Services Department 

The Client Services Department provides a team approach to ongoing service through dedicated administrators and a team of qualified financial advisors. This means that there will always be staff available to answer queries and/or provide advice during a normal UAE working day. In addition, the CSD calls its clients at least twice a year to request face-to-face reviews. It seeks to provide the highest standard of contact availability as well as the highest standards of service and advice.

Office 110, Pinnacle Building, Al Barsha 1, PO Box 50060, Dubai, UAE


Tel: +971 4 382 0300

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© 2019 Mondial [Dubai] LLC