Knowledge base

Recent articles

• How do I register for Institutional Investor?

  To register for the Institutional Client Portal, you will need to complete a...

• OEIC - Account Sub Menu

  This page is accessed by selecting View Account (from the 'Accounts'...

• OEIC - Placing your first trade on a new account holding

  This guide is only applicable to New Accounts with Zero Holdings. If you ha...

• The Homepage

  After signing in you will be taken to your Institutional Investor Portal hom...

• OEIC - Placing a Switch Transaction

  Available to DEAL ISSUER and DEAL APPROVER role types only. Fund Switch is ...

• OEIC- Placing a Sell Transaction

  Available to DEAL ISSUER and DEAL APPROVER role types only. This option pro...