The new investment platform will be delivered to you through a new Client Portal.
• Should you have an offshore portfolio, the portal will enable you to access your valuation reports directly online.
• The portal will also allow you to access your transactional and holding reports as well as your portfolio performance information daily.
• The system will automatically generate your monthly valuation reports and notify you via email as soon as they are available for you to download.
When can I expect the change to happen?
The new offshore portfolio management system and client portal will be rolled out to clients with offshore portfolios from the beginning of September 2018. From 4 September 2018, there could be intermittent delays in our online service, and access to the Melville Douglas portal, as we transition to the new system.
How do I register to access the client portal?
To access the new Client Portal and view your offshore portfolio, you will need to register an account on the portal in the coming weeks.
In order to gain the benefits of the new and improved Client Portal, you will have to register and log in. You will need to access the new offshore portfolio system, by clicking on the login to your offshore account button on the Melville Douglas website. If you experience any problems during the registration process, please do not hesitate to contact your Portfolio Manager.
What will the change mean to me?
While the improvements in reporting and access to your portfolio will be noticeable, there will be no change to the way Melville Douglas makes investment decisions within your portfolios. And because consistency and long-term relationships are key, your Melville Douglas Portfolio Manager and client service contact person will remain the same.
We are constantly improving the ways in which we deliver services to you as our client, and we are confident that this new client portal will significantly enhance your experience with us.
If you have any difficulties accessing the client portal or your portfolio information during this time, please do not hesitate to contact your Portfolio Manager for assistance.