-
How do I open an account?
-
How do I close an account?
-
How do I add or change a distribution mandate to my account?
Frequently Asked Questions (8)
Intended to help you understand answers to questions we receive
Fund Group Info (1)
Information on our Fund Groups such as Postal Address and other details
Fund Info (7)
Trade & Settlement information for SS&C administered Funds
-
Aviva Investors Climate Transition Global Equity 1 Acc
-
Aviva Investors Climate Transition Global Equity 2 Acc
-
Aviva Investors Climate Transition Global Equity 4 Acc
-
American Extended Alpha Fund Institutional Income EUR Hedged
-
American Extended Alpha Fund Z Accumulation CHF Hedged
-
American Fund Institutional Accumulation
-
CFP Castlefield Real Return Fund Inc
-
CFP Castlefield Sustainable European Fund G Income
-
CFP Castlefield Sustainable Portfolio Growth Fund C Income
Secure Distributor Portal (8)
Click here for 'how to' guides for the Secure Distributor Portal
-
How can I add a new user?
-
How can I search for a user?
-
How do I associate a user to a recipient group?
-
How many Tax Vouchers can I access?
-
How do I download a Tax Voucher?
-
Can I download a Tax Voucher before Pay Date?
