Client Page
- Foreign currency accounts
- What are Cash Balance Currency Movements?
- How are percentage returns calculated?
- How do I read the Performance Overview?
- What is Cash available?
- What is ESG? Align your values with your investments
- How is the Cash balance calculated
- Omnibus accounts description & purpose
- Updating end-client contact details
- Completing the Appropriateness Test
- Updating client account details
- Closing a client
- Viewing the activity logs
- Viewing client portfolio details
- Viewing interest conditions
- Viewing trading conditions on the platform