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. This guide will walk you through how to request these via the platform.
Go to app.growthinvest.com
1. Select the “Shortlists” tab
Begin your journey by accessing the main dashboard. From the Investments tab, select “Shortlists”. Please note that Fee Illustration requests are only available from within a Shortlist.
2. Chose your “Shortlist”
Click on the name of the “Shortlist” you have created previously in order to open the more detailed view, which includes the name of each investment.
3. Click “Fee Illustration”
Click on the “Fee Illustration” button at the top of the shortlist screen to begin your request.
4. Click “Send request”
On the pop-up, add any additional information you’d like the team to consider, and then press the “Send Request” button. Our team will then come back to you with any questions, or simply send your bespoke fee illustration via email.
For further information about the platform or our process, please review our other educational materials available in our Knowledge Centre or speak with a member of our team.
