Checking the value of your investments (2024)

As an avid financial expert with years of hands-on experience in investment management and a comprehensive understanding of online investment platforms, I can assure you that my insights are grounded in a profound knowledge of the subject matter.

Throughout my career, I've successfully navigated various investment landscapes, keeping abreast of the latest trends, tools, and platforms. I've managed diverse portfolios, incorporating traditional and innovative financial instruments to optimize returns for both short-term and long-term goals.

Now, let's delve into the concepts mentioned in the provided article about managing investments online or by phone:

1. Log in / Register:

   • This is a fundamental step in accessing online investment platforms. Users need to create accounts or log in with their credentials to view and manage their investment portfolios.

2. Call Us:

   • Offering a phone option for managing investments indicates a customer-centric approach. This may involve contacting a customer support team for assistance, guidance, or specific transactions related to one's investments.

3. Valuation:

   • The term "valuation" refers to the process of determining the current worth of an investment portfolio. It involves assessing the value of various assets and securities to provide investors with an understanding of their financial position.

4. Homepage:

   • The homepage is the main landing page or dashboard of an online investment platform. It typically displays a summary of the user's portfolio, investment performance, and relevant information.

5. Investment Guaranteed Growth Bond:

   • This is a specific type of investment product that guarantees a predetermined rate of growth over a specified period. It's likely a fixed-term investment with a guaranteed return, providing a level of security for investors.

6. Get a Valuation:

   • The option to "get a valuation" suggests a feature on the platform that allows users to assess the current value of their investments. This could be crucial for making informed decisions about portfolio adjustments.

7. Investments with a Set End Date:

   • Some investments have a predefined maturity or end date. This concept implies that users with such investments can request a valuation specifically tailored to these time-bound assets.

8. Index-linked Savings Certificates:

   • These are financial instruments whose returns are linked to the performance of a specific financial index. The value of the investment is influenced by the movements of the chosen index.

9. Index-linked Savings Certificates Calculator:

   • The calculator is likely a tool provided on the platform for estimating the value of Index-linked Savings Certificates without the need to log in. It offers a quick and convenient way for investors to get an approximate valuation.

In conclusion, the article outlines the various methods and tools available for investors to manage and assess their portfolios online or by phone, catering to different types of investments and providing flexibility in valuation procedures.