Dealing: Multi buy
- Collate multiple trades into one transaction for a more streamlined approach.
- Make a cash movement, view active orders, and select investments from your clients’ existing holdings or through searching our investment universe.
- View historical performance and access Key Investor Information documents.
Best played with sound on.
Dealing: Proportionate disinvestment
- Instruct straightforward one-off proportionate disinvestments across your client’s Funds & Shares Service account.
- Easily identify any unsuccessful deals and print off a confirmation receipt.
Best played with sound on.
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