Callum Peake
Client Services Associate
Video – Making Investments 04 – Requesting a Fee Illustration
Requesting a Fee Illustration Fee illustrations, available at the touch of a button via the GrowthInvest platform, provide greater transparency to those making investments in the tax-efficient and alternative investment space, and can be included in suitability reports in advance of making investments. This guide will walk you through how to request these via the
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Video – Making Investments 03 – Creating and Using Shortlists
Creating and Using Shortlists This guide looks at the Shortlist feature in GrowthInvest, designed to help those considering a number of investments and those who require detailed fee illustrations prior to investing.This feature allows you to curate and manage potential investments efficiently. 00:00: This guide looks at the shortlist feature in growth invest. 00:03: Designed
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Video – Making Investments 01 – Investment Offers
Investment Offers This guide provides an introduction to investment offers on the GrowthInvest platform, including accessing the offers table, individual investment offers, and how to progress to next steps. 00:00: This guide provides an introduction to investment offers on the growth invest platform. 00:04: Including accessing the offers table Individual investment offers And 00:08: how
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Video – Making Investments 02 – Creating a Proposal
Creating a Proposal This guide looks at Making an Investment, via the GrowthInvest platform, including creating a “proposal”. This is the term that we use to cover all stages of the investment journey: from the initial application right through to the investment appearing in the client portfolio. 00:00: This guide looks at making an investment
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Video – Making Investments – 06 Proposals Kanban
The Proposals Kanban This guide provides an introduction to investment offers on the GrowthInvest platform, including tracking applications in process via the Proposals Kanban. “Proposal” is the term that we use to cover all stages of the investment journey, from the initial application right through to the investment appearing in the client portfolio. 00:00: This
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Video – Making Investments – 05 Client Custodian Account Information and References
Client Custodian Account Information and References The GrowthInvest platform uses the services of multiple underlying custodians, each one an expert in their particular area. When clients are looking to add funds to their GrowthInvest account for upcoming investments, or to top up the account for future fee payments, it’s important that both the right account
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Video – Getting Started 01 – Setting Up a Client
Setting Up a Client This guide will walk you through the process of setting up a client on the growth invest platform. 00:00: This guide will walk you through the process of setting up a client on the growth invest platform. 00:05: Start by accessing the portfolio section and selecting clients from the drop down
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Video – Understanding The Platform 04 – Obtaining Valuations
Obtaining Client Valuations The GrowthInvest platform provides one transparent reporting solution across tax efficient and alternative investments. Our secure online portal consolidates reporting across both new investments and any existing portfolios transferred over too, to provide a complete solution for you and your clients. This video will guide you on how to obtain the latest
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