Portfolio Valuation Service
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Portfolio Valuations either online or in paper form.
It is possible for clients, even those who are not classed as advisory or discretionary clients, to obtain regular portfolio valuations of stocks held by Fyshe Horton Finney Ltd, either online or in traditional paper form.
In order to receive online valuations, it is necessary to register with us in order to obtain a password and user id, allowing access to the online services.
Traditional hard copies of a portfolio can be requested at regular intervals or upon request. The prices are updated daily, with the income and yield figures being produced automatically. A charge may be made for this service.
Disclaimer: You should be aware that the price and value of any investments and the income, if any, from them can fluctuate and may fall against your interests. You may get back less than the amount originally invested.
Information on past performance, where given, is not necessarily a guide to future performance. Exchange rate fluctuations may have an adverse effect on the value of financial instruments quoted in a currency other than your agreed settlement currency. The investment and services offered may not be suitable for all investors. Investors with any doubts as to the merits of an investment should seek advice from a suitably qualified professional advisor. You should also be satisfied that the product is suitable for you in the light of your circumstances and financial position.If you are unsure about the suitability of an investment please contact us for advice.