Help Center for investors
For investors
Using your investor portal: signing in, identity checks, subscribing, paying, your portfolio and your data.
17 guides
- Welcome to your investor portalWhat the portal is, what you can do in it, and who to ask when you need something from your manager.
- Sign in to your investor portalAccept your invitation, then sign in with a link sent to your email or with a password you choose.
- I cannot sign inFixes for a missing or expired sign-in link, an address that is not recognised and a lost two-step code.
- Password and two-step verificationSet a password if you want one, and add a code from an authenticator app for extra protection.
- Complete your identity checkUpload the documents your manager needs, see what is still missing and understand why the check expires.
- Browse offerings and register interestFind the markets and offerings open to you, read the terms and the documents, and tell your manager you are interested.
- Subscribe to an offeringChoose how many fractions you want, acknowledge the documents and submit your order in three steps.
- Pay for your orderWhere to find the bank details and reference, the deadline, and what to do after you have paid.
- Track your ordersWhat each order status means, how to read the progress bar and where to find your confirmation and certificate.
- Your portfolio and returnsHow your holdings are valued, what invested, gain and ownership mean, and why a return may show a dash.
- Distributions, statements and noticesWhere to see the income paid to you, download a notice for each payment and read your periodic statements.
- Documents and acknowledgementsWhere to find what your manager shared, how to acknowledge a document and why you may be asked again.
- Your details, bank accounts and notificationsUpdate your contact details, add the bank account for your payouts and choose which emails you receive.
- Sell or buy fractions between investorsIf your manager enables it, offer your fractions to other investors, or buy theirs, with your manager's approval.
- Message your managerAsk a question inside the portal and get the reply there and by email.
- Download or delete your personal dataGet a copy of what the portal keeps about you, or ask your manager to delete it, and see what must be kept.
- Why can I not order?The reasons the Subscribe button is missing or disabled, and what to do about each one.
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