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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