Managing Investments
Monitor holdings, valuations and investment activity
Customers should be able to review their active mandates, principal, current valuation, start date, maturity or review date, fees, realized and unrealized performance and relevant notices.
Performance reporting
Show the valuation timestamp, pricing source, calculation method and whether figures are gross or net of fees. Returns must come from actual portfolio performance and the product terms. Do not enter arbitrary profits or present sample figures as real customer performance.
What customers should know
Information on this website is general in nature and is not personal investment advice. Product eligibility, availability, terms and service features depend on the actual legal and operational arrangements and applicable law. Read the relevant documents and consider seeking independent professional advice before making a decision.