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?

• Call the Investor Services helpline on 0800 718 777
• Email us at investorservices@schroders.com