We are pleased to advise you of a new feature that is now available in the portal - the ability to review the impact of CGT when conducting a specific rebalance or a model switch. When using the portfolio switch/rebalance function from the account menu, the CGT What if function can be selected from the Portfolio Effect screen (applicable to GIA accounts only). The selection of this function will display a CGT web page similar to that displayed for the CGT function. Please note that this is the potential impact as shown against current holdings and sales transactions for the defined rebalance or model switch.
This capability will be extended to support raises and withdrawals in a future software release. Should you have any questions then please contact the Customer Services Team via your Freshdesk Account. Kind regards
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