When you have successfully submitted your registration details you will receive email confirmation (to the address entered).
On completion of the registration process please allow at least four working hours to view your portfolio online. Please note
that you can only view funds that are purchased via or re-registered with our Fund Supermarket.
You will receive email confirmation once your investment has been completed and will be provided with a reference number, please
make a note of this number. You will also receive written confirmation about the transaction which will include purchase prices
and number of shares/units purchased. This confirmation note will provide you with your personal client reference number, this
will automatically be uploaded onto the system for you.
To view your valuation click on the 'Login' box on ethical fund supermarket section of our homepage.
The first thing you should do on logging into the site is enter as much information as possible in the
Your Details section. This will prevent you from having to re-enter most of this information
before each fund purchase.
All fields marked with a red asterisk are mandatory.
Please contact our offices if you live outside the UK.
*If you live outside the UK please contact us at: firstname.lastname@example.org
Click here if you would like all correspondence to be sent to a different address.
Data Protection Act 1998:
The information recorded within this website will be retained on computer for reference purposes and will be held in accordance with the Data Protection Act 1998. It must also be made available to our Compliance Department and the appropriate regulatory authorities as and when required in accordance with our regulatory responsibilities. We do not pass your details to any other third parties or associated companies.