• Your internet browser may not be compatible, the platform works with Internet explorer v10+, we recommend using Google Chrome
• You may have already registered and can use this link instead
• It may be that the security settings on your email have changed the link, please contact us at [email protected] and we will send you a new registration link

To log in please click here, or use the Log In button in the menu bar.

Your username will be the email address you provided on your investment application form.

If you have forgotten your password please go the login screen and click on the forgotten password link below the login details. You will then be asked for your email address and be sent an email prompting you to follow a link to create your new password.

Try a hard refresh (press Ctrl+F5 if using Google Chrome). This will reload the page.

• Log in and go to the ‘Documents’ tab
• Then select ‘EIS/Tax Certificates’ and you will find them in there (if they have been issued)

• It may be that the documents are on a filter, Click on ‘Documents’ tab, Click on ‘Category’ and select ‘All files’
• It may be that you are looking at documents only associated with one investment. When you select the client, select the ‘Documents’ tab from the client’s main screen.

If after the following FAQs you are still unable to log in, you can talk to us via the support messager service at the bottom of the screen.

As we transitioned onto our new portal all the documents were uploaded on 18 January 2019 and the ‘Date added’ reflects this. However the name of each document contains the date of issue which you can use for reference

If you are a client, you can access your 6-monthly valuation statements under the Documents tab and in the Statements and Valuations folder. Clients, Advisers and Associates can run ad-hoc reports by going to the All Portfolios tab and clicking Generate Report.