In order to gain access to online information in relation to your investments or policy details, RSM Tenon Financial Management has set up a dedicated information hub. This lets you review your portfolio valuation where investments are held on a primary custody platform or browse the summary details of your overall arrangements.
Please use the links below:
Whilst all client portals are kept up to date by state of the art pricing feeds, there are certain investments/policies where pricing updates are received less frequently. As a result, online valuations should not be used for any formal or contractual purposes. Should you require valuation or specific confirmation of your arrangements please contact your financial planning consultant