After signing in you will be taken to your Institutional Investor Portal homepage.
The following summarises the functions on the left side of the menu:
1. All accounts held are displayed individually. Select View Account for more detailed information and transactions.
2. User: to view and update your personal and security details.
3. Trades: to view your trades, if you have Deal Approval role access, review and approve deals placed by other users.
4. Account Options: to view valuations and transaction history. If you have Deal Issuer access, you can buy, sell or switch
funds. You can also view Documents: statements, Contract Notes and tax vouchers for your account(s).Please note you
will only be able to view documents from from the point the account was opened / linked to the Institutional Investor Portal.
5. Help Centre – to view guidance on navigation of the site and a glossary of terms.
6. Use the Sign out option to leave the portal at any time.
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