Easy Viewer Portfolio
Register for online access to your current investments.
FREE Registration...
FREE to use...
Plus £25 Cashback...
Apply Today ...
1. You don't have to make new investments or move your current plans.
2. E-mail us at info@investorprofile.co.uk with 'Easy Viewer Portfolio' in the title to apply.
3. We'll ask a few simple questions, you sign a form, we set you up and post a cheque for £25.
About the Easy Viewer Portfolio
The days of having to keep track of your investments on a spreadsheet or telephoning companies for the latest valuations may be over.
Our Easy Viewer Portfolio will make managing your investments quick and easy.
If you have any investments like an ISA, Personal Pension or Unit Trusts then all you need to do is register them to enjoy a range of benefits and receive your £25 bonus.
See below for more details of the benefits you can enjoy and how to register your investments.
So what is it?
It's a way of accessing up-to-date information about your existing investments quickly and easily. The best part is that nothing actually happens to your investments. You do not need to change provider or fill in any long forms. Your investments stay exactly where they are, we just contact all the different providers for you and put together the latest information in one convenient place, online, for you to access whenever you want.
How does it work?
You just need to provide us with some basic details about your investments like the plan number and the provider etc. That will allow us to regsiter as your agent with the plan provider so they can send the information to us regularly.
Then once you’re a client we’ll add you to our system and load up the details of your individual investments. We’ll then send you your login details for your own secure area of our client portal where you’ll be able to access the latest information about your plans as much or as little as you like, and whenever it suits you.
What do I get?
- Online access to the latest valuations of your investments
- View all your investment plans in one place
- You can even include your insurance and mortgage plans
- Greater control over your investments
- Easier to monitor and make changes to your plans
- Online investing with big discounts on over 1500 funds
- Produce a professional portfolio report any time you want to
- Update your personal details online
- Receive important updates about your investments
- Receive our free newsletter for investing hints and tips
- Receive our exclusive investment planning bulletin
Does it cost me anything?
No, our service is free to use. We don't have any products to sell or ulterior motives. We simply provide you with a service that offers you better value for money for your investments. Instead what we do is charge your product provider who pays us out of the normal annual management fees they collect from you regardless of whether you use this service or not.
That's why we say you've got nothing to lose by using this service.
How do I Apply?
All you need to do is send us an e-mail at info@investorprofile.co.uk with 'Easy Viewer Portfolio' in the title and we’ll do the rest.
We'll ask you to provide some basic details of the investments you have, and then sign a simple form. Then we'll take care of everything else.
If you like the sound of this service but want to ask us about it first, that’s no problem. Just send us an e-mail to the address above with any questions you have and we’ll be happy to answer them.
