How to register

Our online service allows you view your portfolio valuations, details of transactions, asset allocation and market information. You can access your account 24 hours a day, seven days a week, from anywhere in the world. You can check your portfolio valuation online as at the end of the previous day’s prices. The site offers daily updates – see what changes have been made, and check the value of your portfolio.

The service at a glance:

• Access – once registered, you can view your portfolio valuation, asset allocation and your capital & income transactions. This includes all transactions for the last two years.
• Security – access is protected by your individual User ID and a fully encrypted password, so it’s very secure. The service provides secure, convenient access to up-to-date information on your portfolio.
• Up to date records – information can be downloaded onto your PC. Use the ‘Download to Excel’ feature to store your account details in a spreadsheet or save it as a PDF document.
• Help – technical assistance in using the online service is available if required.

It’s really easy to register:

• All you need to do is contact your Investment Manager and request an application form which you will need to complete and send back us.
• Once we receive your application we will contact your investment manager on your behalf. We will then send you a confirmation letter together with a copy of our Website Terms and Conditions and your User ID and password.