Operating a Dealership

With B2B Bank Dealer Services you can run a Dealer without running a back office.

  • Outsource your back office to B2B Bank Dealer Services
  • Re-focus the value of the dealer from administration to business development
  • Leverage the B2B Bank Dealer Services platform and technology to provide the best service to your advisors and investors
  • Real time, online electronic trading, account opening, reporting and services

Service Overview

  • Move all your clients to a higher level of service, B2B Bank Dealer Services Nominee accounts
  • Use B2B Bank Dealer Services Advisor Access for all administration
    • Industry leading suite of online tools to run your operations
  • Compliance reporting and KYC management
    • Full suite of compliance reports
    • Use B2B Bank Dealer Services online KYC for compliance suitability and validation
    • ADP Smart Prospectus
    • MFDA audit support
  • All statements and forms done for you
    • B2B Bank Dealer Services will generate and mail all statements
    • Monthly for accounts with transactions, quarterly otherwise
    • All statements are online for dealer/advisor and Client
    • "White-labelled" forms and statements
  • Commission Processing
  • Sales and marketing support
  • Transition planning and management
  • Case studies and referrals available