What would you like us to do with the funds you've selected
This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts & OEICs,IMA Unit Trusts & OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.
You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts
This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.
Would you be concerned if a manager of a fund you owned took charge of another portfolio as well?
Over the last year many companies have become aware that their shareholders have received unsolicited phone calls or correspondence concerning
These are typically from overseas based 'brokers' who target UK shareholders offering to sell them what often turn out to be worthless or
high risk shares in US or UK investments.
They can be very persistent and extremely persuasive and a 2006 survey by the Financial Services Authority (FSA) has reported that the
average amount lost by investors is around £20,000. It is not just the novice investor that has been duped in this way; many of the victims
had been successfully investing for several years.
Shareholders are advised to be very wary of any unsolicited advice, offers to buy shares at a discount or offers of free company reports.
If you receive any unsolicited investment advice:
Make sure you get the correct name of the person and organisation.
Check that they are properly authorised by the FSA before getting involved. You can check at
The FSA also maintains on its website a list of unauthorised overseas firms who are targeting, or have targeted,
UK investors and any approach from such organisations should be reported to the FSA so that this list can be kept up to date and
any other appropriate action can be considered. If you deal with an unauthorised firm, you would not be eligible to receive payment under the
Financial Services Compensation Scheme. The FSA can be contacted by completing an online form at
Inform our compliance department. Contact [Tim Bentley] on [01483 783 929] or email [email@example.com]
Details of any sharedealing facilities that the company endorses will be included in company mailings. More detailed information
on this or similar activity can be found on the FSA website www.fsa.gov.uk/consumer
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