Using Reports

00:00: An introduction to investing digitally via the growth invest platform. 00:03: Benefit from digital and automated applications for a streamlined and light 00:07: touch experience. 00:10: Start your investment journey by accessing the Investment section and opening the offers 00:14: tab. 00:16: Here you're able to explore a market wide view of available investment across the tax 00:20: efficient space or if in place a panel restricted view. 00:24: The highlighted product tabs allow you to filter the results shown by a desired 00:28: product type. 00:30: While high level information is available in the office table. 00:33: By selecting a product you're able to open a detailed offer page. 00:38: A detailed explanation of the product is available via the offer page with 00:42: a selection of key information being highlighted in the table on the right. 00:46: In additional fund manager documents can also be downloaded via the 00:50: quick access links. All information displayed on the offer pages taken 00:54: from fund manager documentation & resources. 00:57: And many assigned off by the fund managers themselves. 01:01: Further information about the product is available via the highlighted Tabs at the bottom 01:05: of each offer page. 01:08: Reach out to the support team if you require any further product information. 01:12: Ready to invest into the product. Click the invest button 01:16: The Investor drop-down will include a list of your clients who have authorised growth invest 01:21: accounts. If your client is not listed their account is not yet marked 01:25: as authorised meaning either their account is with our custodian for processing. 01:29: Or there is information missing on their account. 01:32: Either review the clients profile page or speak to a member of our team for further 01:36: information. 01:38: Now we must add the required information about the investment. 01:42: First note if a client has received advice on the upcoming investment. 01:47: Click here to record the proposed investment amount. 01:50: On the pop out note, how fees should be charged along with the amount to be invested. 01:55: If relevant record any initial intermediary fees being charged on the Investment 02:00: either as a percentage or a monetary figure. 02:04: Again enter any relevant ongoing intermediary fees due to be applied. 02:09: Note the relevant options for source of funds. 02:13: If needed add any additional information you'd like to include with the application. 02:18: When complete to save and submit the Investment click create proposal? For 02:22: certain investment types like vct & single company EIS Investments 02:27: application forms will be automatically generated and immediately go out for 02:31: digital signature. First to the advisor and then to the client 02:36: The application confirmation page can be used to navigate to The Proposal can ban. 02:40: Where Investments can be tracked and monitored? Or click, maybe later 02:44: to remain on the offer page. 02:47: For further information about the growth invest platform. 02:49: Please review our other educational materials or speak to a member of our team.