Investment Management and Stockbroking Services

Online Valuations

For intermediaries we offer an online valuation service that enables you to track your clients’ investments on an individual basis. You simply log in to your main account, using the login facility at the top of the homepage, and your individual client accounts will be listed and accessible.

Being able to track your clients’ portfolios and stay in touch with their investments is very important to us. This service enables you to monitor your clients’ financial positions using up-to-date prices around the clock. It also enables you to provide your clients with ad hoc valuations at specific dates.