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
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
- Call the Investor Services helpline on 0800 718 777
- Email us at firstname.lastname@example.org