Online valuations

In today's market place with current technology and now with the phenomenal growth of the Internet, we offer our clients with Professional Portfolio Bonds weekly online valuations via our secure Internet server. We are the first Broker in the market place to offer this service to our valued clients and we have done so since the end of 1998. Once you have your own investment with us you will receive a personalised password. We do not publish any client or policy details so your investment is always completely confidential.

View your portfolio.

There are seven pages to your weekly valuation as follows:

• Valuation. A full breakdown of your Portfolio giving your total worth
• Fund Performance. Shows a bar graph of each of your funds/shares growth
• Growth. Your weekly portfolio value shown by bar graph since inception
• Risk. Breakdown of your portfolio risk allocation shown on a pie chart
• Area. Breakdown of your Global strategy shown on a pie chart
• Currency. Breakdown of your portfolio investment currencies shown on a pie chart
• Type. Breakdown of your portfolio strategy shown on a pie chart