Hello,
We have undertaken further work on new guides. Our ongoing 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 guides are as follows:
ETFs- understanding how they trade v1.0 NEW
Income Options & Income Reinvest v1.1 NEW
Regular Investments v1.0 NEW
Performance- Data Points v1.0 NEW
Performance- Time Weighted Return Calculation v1.0 NEW
Performance- Negative Time Weighted Returns explanation v1.0 NEW
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 the Knowledge Base, rather than save a copy locally, to ensure you always are working from the most current version. We will, however, always advise you of any major changes that are made to procedure / How To documents.
If you have any questions, or suggestions for other How To Guides, please raise these in the usual way via Freshdesk.
If you do not yet have access to the Knowledge Base then please contact our client services team to request set up.
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