Making Investments

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 […]

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

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

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

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

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