Client Portal FAQs

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:

1. You will need to download the Google Authenticator app on your [Android device][1] or [iPhone][2] on the Play/Apple store.
2. You can continue without registering an account.
3. Select ‘Add a code.’
4. 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’). 
5.  Once scanned or the code has been entered, you’ll be given a one-time 6-digit code to enter into the login screen.
6. 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.

[1]: https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2&pli=1

[2]: https://apps.apple.com/gb/app/google-authenticator/id388497605 

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. 

• Depending on the correspondence preference, the investor and adviser will receive an email confirming receipt of the application.
• The adviser will receive an email confirming receipt of funds within 48 hours of the funds being matched.
• The investor and adviser will receive an acknowledgement letter (following receipt of all funds and mandatory information).
• VCT allotments are scheduled on an ad‑hoc basis.
• Please contact your Business Development Manager or the Client Onboarding team to find out the next VCT allotment date.
• Advisers will receive an email to confirm the allotment of shares the day after the allotment has taken place.
• The initial adviser fee/commission payment, if applicable, will be facilitated the day after the allotment, provided we have the adviser firm’s bank details.
• A share certificate and income tax relief certificate (“ITRC”) will be posted to the investor within 10 working days after the allotment. A share certificate will not be issued for CREST shareholders. For Nominees, the share certificate and ITRC will be sent to the Nominee.

Admins and paraplanners can be added to an adviser firm, which allows them access to view some or all advisers linked to that company, and all investors linked to those advisers.

For access please email investorrelations@foresightgroup.eu with written approval from a managing director, partner or higher.

Admins/paraplanners are able to view all advisers and investors in a company, and update adviser/investor contact details. They can also submit applications on behalf of their clients.

Please see below step-by-step guide:

• Click on Applications in the left-hand panel.
• Select the appropriate fund and create an application.
• The adviser’s personal details are prefilled on the application form. Plus, if they are submitting an application for an existing investor, they can autofill the investor’s details on the form too.
• The admin will complete all necessary fields (everything in red is mandatory), then click ‘email form to adviser'.
• The adviser will then receive an email informing them that the admin has started the application. They will need to login, review the form and tick the adviser signature box to sign the form
• The adviser can then click ‘email form to investor’. NB the investor will need an email address.
• The investor can review the form, make amendments if necessary and click ‘Return form to adviser’.
• The admin then gets an email informing them that the investor has signed the form.
• The admin then needs to submit the application.
• Under Home > Pending applications the admin can see if the form is awaiting signature from the adviser or the investor.

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.