Investment Portal

When you invest through us, you get automatic access to your Portal.

You have a full view of your portfolio: all the investments you have made through Wealth Club, grouped by type, with their most recent valuation.

Depending on the type of investment, you can drill down and see each underlying holding, its cost and latest valuation, as well as its history, including share allotment, movements in share price, dividends, etc.

For each investment, the Portal also includes a library of documents: contract notes, investment updates, tax certificates. This makes it easier to keep track of important documents relating to your investment and reduces the amount of paperwork.

Through your Portal you can send and receive Secure Messages. More secure than email, this service can be used to send and receive confidential information. When there’s a new secure message for you, you’ll receive an email notification. You can then log in to your Portal to see and reply to the secure message.

Through your Portal, you can manage your account settings:

• View and export your application history by tax year
• View and edit your contact and bank details
• Manage your Wealth Club membership, setting the subjects you are interested in and how frequently you wish to receive emails from us