05JUL 2022
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?
- Institutional:
schrodersinstitutional@hsbc.com
0345 030 7277
(dialling from overseas +44 1397 436966) - Retail:
schrodersinvestor@hsbc.com
0800 182 2399
(dialling from overseas +44 1397 436969)