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.
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