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We have been working on new guides and enhancing existing guides. Our intention is to provide you with a comprehensive set of guides which allow you to be as self-sufficient as possible and to give you all the information you require in an easy to digest format. We would very much appreciate your feedback both on the content and the format.
New and Revised guides are as follows:
How To: Perform Raise v1.0 NEW
Hubwise Procedure: Funds Trading Timeframes and Cut-off times v1.0 NEW
Hubwise Procedure: Transfer Authority Forms for GIA ISA and JISA v1.0 NEW
How To: Instruct Phased Investments v1.3 Revised
How To: Update Ring -Fenced cash v1.4 Revised
These How To Guides, and other useful information can be found on the Knowledge Base, which is the landing page of Freshdesk. You should always search for and take information from there, rather than save a copy locally to ensure you always are working from the most current version, we will advise you of any major changes that are made to the procedures documents.
If you have any questions, or suggestions for other How To Guides, please raise these in the usual way via Freshdesk.
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