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Online Valuations



ONLINE VALUATIONS

Welcome to our new Online Valuation System.

You will be able to Login using your existing User Name and Password.

However, please be aware that if your old password had 5 characters or less you will need to add the number 0 to the end to make it up to 6 characters in length (e.g. ae65w becomes ae65w0).

If you have any questions or encounter any problems logging in please contact your fund manager.

To login to our Online Valuation System please click here.

To make a complaint please write to Head of Compliance at the address below.

 

PEP and ISA changes from 6th April 2008.

Please note that due to changes in the UK tax regime, all PEP accounts have automatically become stocks and shares ISAs with effect from 6th April 2008, and become subject to ISA rules. We have transferred any assets and cash held in your PEP account to your ISA account as at 6th April 2008.

No further action is required by you.

 

 



Copyright © 2008 Close Wealth Management Group - All rights reserved.
Close Wealth Management Group is the trading name of a group of companies that includes Close Private Asset Management Limited which is authorised and regulated by the Financial Services Authority and is a subsidiary of Close Brothers Group plc. Close Private Asset Management Limited is registered in England No.1644127. Registered office 10 Crown Place London EC2A 4FT. A member of the Association of Private Client Investment Managers and Stockbrokers (APCIMS).