By registering for online account access existing investors are able to control their portfolio online.
Within this site you can:
- View statements
- Generate tax certificates
- Schedule e-mail statements
- View our Business practice manual
- View our Practice notes
- Read fund and company announcements
- Transact on behalf of clients (if you are a discretionary broker)
- Generate book reports
- Track instructions
- Generate and view commission statements on payee accounts
If you are already signed up you may log on by clicking here.
To register for this service you may follow the simple registration process. You may register as an:
Indicator Offshore Valuations Service
Indicator is the Investec Asset Management free online valuation service for our UK OEIC, Guernsey and Dublin Fund ranges. Once registered, Indicator allows existing investors to access their portfolio online.
- Up to date valuations
- Transaction histories
- Backdated valuations
If you are already registred you may access Indicator by clicking here.
If you wish to register for Indicator, please click here.
If you require any further information or assistance regarding Investec Asset Management’s online services please contact us.