Take A Tour
Click on the numbers to learn more about this service.
You can also take a closer look by clicking on the navigation below.
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Portfolio Summary
1. Print the page you're on, print all the pages or print and download your latest statement..
2. At-a-glance view of your total portfolio value.
3. Under "Assets" and "Liabilities," you'll see each of your investment categories and you can call up detailed information of the categories you want to view.
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Cash Accounts
1. See Demand or Money Market accounts in local and reference currencies.
2. Check recent transactions since your last official statement and see money movements.
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Investments
1. For each investment you own, for example, the portfolio investment shown here, you will be able to see the individual position, the number of shares, the price and the valuation in local and reference currency.
2. Portfolio values are recalculated daily based on latest available pricing.
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Message Centre
1. The "Select all / Deselect all" column lets you delete messages you've read by clicking the checkbox next to the message and then clicking "Delete."
2. The "From" column tells you whether the message is a Customer Originated Message or a message from your Private Banker.
3. The "Subject" column shows the subject of the message.
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Payment Template
1. You can choose your level of enrolment in Message Centre. All enrollees will be able to use the service to acknowledge a previous instruction to their Private Banker. A special section in the User Agreement lets enrollees choose to use the service to send a message as an original instruction.
2. Specify the amount and select the currency in which you would like the payment to be made.Banker.
3. You can include a payment reference, such as a specific invoice to which the beneficiary will apply the payment.
