Existing Customers

Existing Customers

Manage your Investments

Get a valuation for your investment

The value of investments, and the income from them, can fall as well as rise, and you may not get back the full amount you invest.

Existing Customers Your Investments
Helping you invest Online Valuations

Valuations are available for the following investments:

  • Child Trust Fund
  • FTSE® 100 Tracker Fund
  • Investment Funds
  • Capital Protected Investment
  • Expert Managed Solutions
  • Your Portfolio
Get an online valuation
Helping you Invest Key Customer Documents

The Key Features and Simplified Prospectus documents provided to you when you made your investment, has been replaced with the Key Investor Information Document (KIID) and the Supplementary Information Document (SID).

The documents are designed to ensure that you have easier to understand information about your investment.

  • The KIID contains specific fund information, including the objective of the fund, fund charges, fund performance and the risk level of the fund as assessed using a method of calculation set out in European Legislation.
  • The SID contains product level information about how the product is administered and specific terms that apply to the product including tax considerations.
Go to Documents
Get in touch What's next?
Back to Investments
Set Tab for lightbox