Benefits of the client portal include:
- Apply to invest in any of our retail tax-efficient funds under the Applications tab, enabling a quicker and smoother onboarding experience for your clients.
- Instant access to the latest information about your client(s) investment(s), such as their latest valuations(s), confirmation of recent dividend payments and details of any investment exits.
- Receive email notifications each time a new document or communication is uploaded to the portal.
- Make updates to your or your client’s personal details, such as address, email and telephone number directly via the portal.
Frequently Asked Questions
For the majority of advisers this will be the email address which you have supplied on the application form. This should be the same email that you receive investor communications to (e.g. valuation statements). If you’re unable to log in using your email address, please contact our Retail Investor Relations team on +44 (0)20 3667 8181 or email us at investorrelations@foresightgroup.eu.
On the login page, click ‘I forgot my password’. You will be prompted to input your username (email address). You will then receive an email with a link to reset your password. To do this you will need to input your memorable word (if you can’t remember your memorable word click ‘Forgotten memorable word?’ and a hint will appear). You can then enter a new password, please note the password requirements specified. Once reset you will be returned to the login screen where you can login using your new password.
To protect the personal data of our mutual clients, two step authentication has been implemented to ensure that only those authorised to access their accounts via the portal can do so.
You will be presented with two options - to login via an authenticator app or via a secondary passcode.
App:
- You will need to download the Google Authenticator app on your Android device or iPhone on the Play/Apple store.
- You can continue without registering an account.
- Select ‘Add a code.’
- You can either scan the QR code on the login screen using the App or enter the setup key on the login screen (called ‘Manual’).
- Once scanned or the code has been entered, you’ll be given a one-time 6-digit code to enter into the login screen.
- Then for the next time you login, simply open the Google Authenticator App and enter the one-time 6-digit code into the login screen.
Passcode:
The passcode must be a minimum of 8 characters and must be a combination of numbers, letters and special characters. Please note you are unable to use the same password you use to login to the portal.
You will be asked to input three random characters from your passcode when you login.
The portal enables instant access for you to view a range of information about your clients, such as portfolio investments, dividend payments and exits, and to download valuation statements.
You can also submit applications for all our open retail funds through the portal, saving time and ensuring a quicker and smoother onboarding experience for your clients.
The portal is also the quickest and easiest way to update adviser and investor contact information.
Under the Literature Hub you can view annual/interim reports, Key Information Documents, and factsheets (for VCT and ITS).
You can also access the following for each fund:
For EIS investors:
- EIS3 certificates if available
- Contract notes for FWT EIS
- Valuation statements for FWT EIS
- Valuation statements for TV EIS
For A(ITS) investors:
- Valuation statements
- Portfolio updates
Under ‘Home’, click on ‘Investor Reports’. Here you can view your clients, associated retail funds and historic valuation statements for EIS and A/ITS. You can also download each statement.
Under ‘Applications’ on the left-hand panel, you can submit an application for each open retail fund. You will be required to complete most sections, anything in red is a mandatory field. Once you have completed all relevant sections, click ‘Email Form to Investor’.
The investor will then receive an email informing them that an application has started on their behalf. The investor must click on the ‘Complete application’ link which will take them to the form. Once the investor has completed their section they must click ‘Return form to Adviser’. You will then receive an email to finalise the application and submit it.
You can view your pending and submitted applications under Home. If you have any questions about the application process, please email us at clientonboarding@foresightgroup.eu.
Once the Client Onboarding team has processed and accepted your application you will receive a confirmation email outlining acceptance and next steps. Please make the transfer using the bank details on the online application form. Once the shares have been allotted, for VCT funds you will receive your share certificates and ITRC in the post, for A/ITS and EIS you will receive an email which contains your investment documentation including confirmation of shares, fees etc.
Admins/paraplanners are able to view all advisers and investors in a company, and update adviser/investor contact details. It is not currently possible for admins/paraplanners to submit applications on behalf of advisers.
Currently, the portal is only available for advisers, admins and paraplanners. We have been working hard to improve the adviser experience and there are still elements of the system we would like to continue to develop before releasing to investors, so we’re unable to provide a timeframe at the moment. We will, however, run a pilot first with some investors to gather feedback before we look to roll out to all investors. If this is something you’d be interested in participating in, please do let us know and we’ll add you to the list.
You can contact our Retail Investor Relations team on +44 (0)20 3667 8181 or email us at investorrelations@foresightgroup.eu and we’ll be more than happy to help. We welcome any feedback on how to enhance your experience within the portal.