After signing in you will be taken to your Institutional Investor Portal homepage. 

The following summarises the functions on the left side of the menu:

1. All accounts held are displayed individually. Select View Account for more detailed information and transactions.

2. User: to view and update your personal and security details.

3. Trades: to view your trades, if you have Deal Approval role access, review and approve deals placed by other users.

4. Account Options: to view valuations and transaction history. If you have Deal Issuer access, you can buy, sell or switch

funds. You can also view Documents: statements, Contract Notes and tax vouchers for your account(s).Please note you

will only be able to view documents from from the point the account was opened / linked to the Institutional Investor Portal.

5. Help Centre – to view guidance on navigation of the site and a glossary of terms.

6. Use the Logout option to leave the portal at any time.