Client Reporting

This service allows clients to view their investment portfolios.

Currently, units will not necessarily be updated on a daily basis. Units of course alter where regular contributions are paid, withdrawals occur, income units are reinvested and where units are cancelled to pay for charges. It is anticipated that real time valuations, including updated units will be available through this service by the end of 2008.

Existing Clients: Click Here to log in.

Alternatively, to register for the service, please contact us.

You can also track prices for funds and shares, and set up your own "virtual" portfolio. Click Here to access the service.