You are able to see a variety of fund information on the platform.
By navigating to the ‘Research’ tab and then to the ‘Research Hub’, you will then have the option to view our available assets. Below the ‘Info’ heading, you can navigate towards the fund’s ‘HTML Factsheet’, which will provide detailed information, including performance, risk, dividends, and the Key Investor Information Document.
If you have a query regarding a specific trade, please email [email protected] with the account and fund information.
If you are enquiring regarding a trade that was placed on a particular account, please provide the client ID number, account ID number, and the date of the trade in question.
Please note that in line with our Terms and Conditions, we may action a quarterly sell down of client assets to raise sufficient cash for regular withdrawals and to maintain the 2% minimum cash balance for an account.
If you are enquiring about the availability of a particular fund, please provide the full ISIN for the fund and the client ID number that is looking to invest.
