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Institutional client portal

Our institutional client portal has been developed to meet the evolving needs of our clients and provide them with an enhanced level of service.

The portal provides clients with quick and secure access to account information and allows them to place trades directly.

Portal functionality

The client portal provides our clients with the following benefits.

The ability to view and download:

  • Valuations of unit holdings
  • Monthly statements
  • Contract notes
  • Tax vouchers

Trading facility

  • The buying and selling of units in agreed funds and share classes

Portal demonstration video

Watch this short video to familiarise yourself with the capabilities of the portal and how you can navigate through its various features.

Image of a video still; click to launch the video

Find out more

If you would like to be set up on the portal or have any questions, please contact

Log in to client portal