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News and Views

As of mid May our new secure online client portal will provide enhanced and flexible reporting options, a secure online document library and a 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 benefit from this enhanced online offering, please ensure that your investment manager has your up-to-date email address to enable them to provide you with registration details when the service is launched.