Our new improved Bond View service now lets you view all your client’s bond transactions, including:
- charges
- switches
- withdrawals – regular and/or one-off
- investments made – initial and additional
- income payments from distribution funds (if applicable)
- bonus payments (if applicable)
- pricing correction transactions (if any have taken place)
This is on top of what you could already use Bond View for, including:
- finding out the current value and the cash-in value
- viewing your client’s personal details or withdrawal information
- submitting a request to change your client’s personal details
- viewing the funds invested in or submitting a request to change these
How to access Bond View
If you’re already registered with us to use Bond View just sign in as normal.
If you’re not already registered and would like to use this service, please visit our registration page.