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To help you to keep an eye on your Investment Portfolio, we are able to provide you with instant access to "real time valuations". You can obtain up to date valuations across a very wide range of investments, from cash deposits to managed funds through to direct equities invested across several different financial institutions for which we have your authority to access information. This information is available at any time, 24 hours a day, simply by logging in through our secure system.*
If you are not currently a client but would like to know more about this facility, please contact us.
Notes
*Access will require existing and future business to be held in FutureCareAssured and/or FinancialFutures agencies to allow us to access and collate the information on your behalf. Not all financial institution's are able to supply values that are able to be updated automatically, but by way of an "inter specie transfer" (which does not create a chargeable event for tax purposes) it is often possible to retain investments but move them on to a “platform” that will enable you to obtain automated values via our portfolio information system.
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