Account number: Existing investors should ensure they have their Client Reference Number to hand prior to registering. This can be found on recent correspondence from us, such as a contract note or a recent statement.
Banking: Our agent, T. Bailey Fund Services, use TrueLayer as a payments provider. TrueLayer's technology connects directly to your own bank's online facility when making purchases and transaction amounts will be limited by your own bank. Please note that Internet Explorer is not supported.
Restrictions: The investor portal does not currently facilitate investors under the age of 18 or JISA holdings.