01 75point3.com Portal Keeping you in control of your money
02 75Point3 - Investor Portal Contents 04 The simplicity of Portal 06 How does Portal work? 06 Will Portal work for me? 04 How could I benefit?
Investor Portal 03 Are you sure that you’re investing as efficiently as you could be? Do you know what your goals are, and how your investments link to them? Have you got the time to do the research and paperwork for a complex portfolio? Answering ‘no’ to any of those questions? 75point3’s Portal could be the answer. Using our online tool called Portal, 75point3 can bring all your investments together, in one place. Portal lets you check on your pensions, shares, bonds, cash, investment trusts, unit trusts and savings accounts, 24 hours a day. It lets 75point3 deal online, switch your money between investments, transfer funds and mix and match your pension funds from investment managers across the market. Portal also lets you bring together all your tax-efficient products, including ISAs and SIPPs, so even completing your tax return can be easier. Not sure what you’ll want from your money in the future? Portal is flexible. So whatever your needs, Portal can help offer the choices to meet them, from day one. “I don’t know how my money is working for me.” Welcome to an easier, more convenient way to manage your money If there’s a downside to wealth, it’s the time it takes to keep your money working hard. Often the more successful you become in life, the less time you have to look after your money.
75Point3 04 Like all the best ideas, Portal is brilliantly simple. And simply brilliant. How your financial world might look now Lots of different companies, various investments, old employer pensions, current pensions, ISAs, bonds, shares and savings accounts, with you in the middle, not quite sure how to manage them all. Investing is interesting, paperwork isn’t. Especially when it uses up time and money that you could spend planning for your future. “I want to know what’s happening with my investments when it’s convenient for me. Even if that’s at 2 a.m.” ISA Self ISA Partner Unit Trusts Shares Savings Bond B Bond A Self SIPP Old Pension Pension Pension 2 ISA Self 3 ISA Self 2 Before You
05 Investor Portal How your financial world could look Portal can transform the way you manage your money. Having all your investments together in one place might sound simple. And it is. That’s the beauty of it. Portal works securely through the web, to let you see your financial assets in one place. It means that when you meet 75point3, you can see the complete picture of your portfolio, before making any decisions. It’s a logical way to keep track of your investments. It’s convenient and time-saving too. Pension Pension Pension Plan Plan Plan ISA ISA ISA You And after
75Point3 06 How can I tell if Portal will work for me? Everyone has different financial goals. But do you know the best way to achieve yours? What if you want to retire early? Do you have family wealth you need to manage? Is Inheritance Tax a concern? Are you taking advantage of discounts or rewards for having larger funds? Do you know what your retirement options are? Portal can make it easier to manage your money and plan for the future and it helps 75point3 to plan more effectively for multiple goals. 75point3 can then show you exactly how these could be achieved. With all the options in front of you, it’s easier to decide what’s right for you. About Morningstar Morningstar acquired the technology behind Portal from innovative international financial services software firm, Praemium, in 2022. The technology has taken a highly complex and time-consuming process and simplified it. They’ve taken a revolutionary approach to a totally disrupted market. Morningstar’s solution is so good that it’s grown in usage across the globe to almost 1,000 financial institutions and over 500,000 investors. Morningstar UK opened in London in 2000 and launched www.morningstar.co.uk in 2001. The website offers access to, and objective information on, more than 9,000 funds available for sale in the UK and 42,000 stocks worldwide. Our goal is to help individual investors and their advisers make better investment decisions. Every day at Morningstar.co.uk, users research investment funds, gain market insight and track their portfolios. Morningstar.co.uk is more than a research tool—it’s a learning centre for both novice and professional investors. How does Portal work? Portal can help you focus on what’s important Portal can keep you on track with your investments. Decisions are easier to make and if you need to, you can react faster. Portal can also help you to take advantage of any tax breaks on offer. With everything in one place, there’s no need to worry that you’ve missed anything. Because our system is always up-to-date, there’s no need to look anywhere else. Is Portal a safe place for me to place my money? Our Portal proposition was developed in conjunction with Morningstar. Morningstar hosts and provides the technology behind most of our Portal services, however, where we feel that different technology is better suited to our customers then we provide our services with different partners. If we use one of our other partners for your investments we’ll explain why. We believe our Portal offers the fullest, most flexible, coherent, and comprehensive system on the market. Portal is consistently evolving to stand the test of time.
07 Investor Portal Quick change Because everything is in one place, it’s easy for 75point3 to make any changes to your investments. Everything in an instant You can see all your investments and get a clearer understanding of any risks you may face. A secure view Your information is held securely within Portal. As you have a complete view of all your investments, it’s easier to make regular checks on your portfolio and stay focused on your goals. Getting it right Less time on paperwork means 75point3 will have more time working with you to help you reach your goals. Tax-efficient means time-efficient Portal lets you see where you could make more tax-efficient savings in the future. 75point3 can also provide a consolidated tax report for you or your accountant. Tax-efficient options Portal includes tax-efficient products; Self Invested Personal Pension (SIPP), Onshore and Offshore Bond and Individual Savings Account (ISA), so you and 75point3 can make the tax system work for you, not against you. A better deal Through Portal, 75point3 can get you excellent discounts on charges across a range of investment funds. We regularly review our charges and they may rise to reflect increases in our overall costs or changes in the assumptions we’ve made. Change for the better As your life changes, Portal keeps up. It’s simple for 75point3 to make any changes, so you always get the most from your investments. Better service Through Portal, 75point3 can access a huge range of investment options, including mutual funds, exchange traded stocks and shares, gilts and bonds, to help you achieve your full investment potential. Saving time Adding value How could I benefit? One of the most important features of Portal is that it allows 75POINT3 to plan for multiple goals simply and effectively.
75Point3 08 The information here is based upon our understanding of current rules which might change Investing carries risk. The value of investments can fall as well as rise, and you may get back less than you pay in. Before you decide to buy, you need to know what the risks and commitments are. We will make sure you receive an investment brochure for more information about products we recommend. Remember that Portal is not our only proposition and it might not be suitable for you. Speak to us and we can help you. Important information – please read This document is intended to provide customers and potential customers of 75point3 Limited and its appointed representatives with a comprehensive guide to the investment services offered by 75point3. 75point3 75point3 Limited is a company incorporated in England and Wales, registered at Companies House Registered Office: 14 PENRHYN ROAD, COLWYN BAY, CONWY, LL29 8LG Company No. 04493724. 75point3 Limited is authorised and regulated by the Financial Conduct Authority Firm No. 418618. 75point3 Limited has four appointed representative companies which have adopted these investment processes: DRE & Co Financial Planning LLP, WDJ Financial Planning Ltd, Commercial Funding (75point3) LLP & 75point3 Financial Planning LLP Find out more Speak to your financial adviser today about how Portal could help you manage your future more simply.
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