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? 

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Please remember that the value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.

This marketing material is for professional clients or advisers only. This site is not suitable for retail clients.

Issued by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registered Number 4191730 England.

Schroder Unit Trusts Limited is an authorised corporate director, authorised unit trust manager and an ISA plan manager, and is authorised and regulated by the Financial Conduct Authority.

On 17 September 2018 our remaining dual priced funds converted to single pricing and a list of the funds affected can be found in our Changes to Funds. To view historic dual prices from the launch date to 14 September 2018 click on Historic prices.