Client Zone
An increasing number of investment companies provide access to your investment details online. A number of key links are included below which provide up to date information on the investments held.
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Please note that you will need individual passwords to access these sites. These passwords and usernames will be supplied by the individual companies.
We are looking at the possibility of providing restricted access to your complete portfolios online. In addition to the requirement to implement robust security measures for this system, there are a number of providers (such as National Savings & Investments) who are unwilling or unable to provide regularly updated information on their policies.
