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From Monday 20 October, our team will be based at Northern Quarter, Level 1, 45 The Strand.

Portal Support Guide

Switching between investing entities

If you have multiple investing entities (like an individual account & a family trust) you’ll need to switch between them to view your information and change details if required.
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What is an investing entity?

An investing entity is where your investments are held.

For example, if you have both a joint account and an individual account, these are separate investing entities, even though they are linked to your account.

Each entity operates independently within the portal, ensuring clear oversight and control over your investments

1. Log in to the Investor Portal

2. Click the investing entity name on the top right-hand side of the tool bar

3. Click “Switch / Add investing entity” button in the dropdown menu

4. View your investing entities

You’ll see a list of your investing entities; with their type and the number of notifications the entity has.

 

5. Click “Select” next to the entity you wish the use.

Got a question?

Contact the team on 0800 321 113 or fill out the form below.

One of the Investment team will get in touch as soon as possible.

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              Youth Sponsorship Application

                Which type of fund is right for me?

                Complete this questionnaire to see what type of fund might be the most tax effective for your circumstances. Please note, this is just a guide and we recommend you seek professional tax advice.

                Are you investing as an individual or trust?
                An individual A trust
                Other investor types should seek professional tax advice.
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                Individual

                Is your tax return completed by a tax adviser or accountant?

                Yes No

                Can you reasonably estimate your own annual income?

                Yes No

                What is your total income from all sources (including PIE income)?

                < 48k 48-70k 70-119k > 119k

                YOUR RESULTS

                Contact Us

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                Trust

                Do you distribute all annual income to beneficiaries?

                Yes Some income is distributed No distribution

                Do all Trusts beneficiaries earn more than $48K from all sources (including PIE income)?

                Yes No
                YOUR RESULTS

                Contact Us

                Disclaimer – This tool is intended to provide general guidance only. This tool does not take into account your particular financial situation, objectives or goals.

                There are alternative strategies which may provide better outcomes, we recommend you seek independent advice before making any investment decision. If you have completed this guide and wish to discuss this, we recommend you seek professional tax advice.