Valuations

What are the benefits to me?

  • A client search facility
  • View client details
  • View/download current total by assets by fund and product, and to produce reports
  • View/download historic dealing activity for a specified date range for deals that were placed
  • Download to Microsoft Excel

What do I need in order to register?

  • Agent Code
  • SIB Number
  • First name
  • Postcode

How secure is your account information?

  • Your Internet ID is unique and you will need it each time you login
  • Your password is posted to your compliance officer
  • You will access your information via a secure "SSL" connection using 128bit encryption
  • For security purposes you will automatically be logged out of after a period of inactivity of ten minutes

Any questions?