Read the latest client updates
Online Wealth Services Upgrade – version 6.7.0. November 2023
Our latest release includes exciting new functionality.
If you hold investments with us, you can now view a wealth of additional information in Online Wealth Services – desktop and mobile app. When you click or tap on a holding, you will be directed to a new page displaying key information and price history for that holding in your portfolio.
This new detailed information is provided by Morningstar. Morningstar is a global investment research and financial services firm that provides an array of investment research, which helps investors make better informed decisions about their investments.
This enhancement means you can access relevant and timely information in a convenient and easy way.
Please update your mobile app to the latest version to take advantage of these new investment features.
Keep your personal information safe
Fraud advice – May 2022
Tariff of charges update due July 2022
Changes to payment cut-off times and limits
Contactless limit increase
New ways to manage your Visa debit card
Shareholder Rights Directive II
Brexit information
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