As part of our partnership with SEI Investments Europe Limited (“SEI”) for the provision of Custody and Clearing services to our clients, our current client portal will close on 28 April 2017.
By 15 May 2017 we will open a new secure online client portal encompassing enhanced and flexible reporting options, a secure online document library and a secure messaging service. The new service will enable you to access your portfolio valuations, statements, contract notes and tax information reports online at a time to suit you.
To ensure you are able to login to the new client portal, please ensure your Account Executive has an up to date email address for you, and you will then receive a new login and one time password from SEI, to enable you to set up your secure access.
If you encounter any issues, please contact your Account Executive.