Using the Investment Platform

The investment platform provides you with access to your account & all securely uploaded documents and correspondence.

The below guide contains various tutorial videos on various functionality within the Investment platform, including:

• General Navigation through the Investment Platform
• Portfolio Valuation & Transactions
• Standard Dealing Instruction (buy/ sell)
• Linked Dealing Instruction & FX Dealing Instruction
• Updating Personal details

For the best view click the full screen button in the bottom right corner.