Portfolio Summary

Tuesday, September 7, 2010

This facility enables you to view your complete Portfolio of Investments and Policies at any time by logging in to our Secure Client Area.

The following features are all available for you to use:

  • Summary Page - listing your holdings by category.
  • Valuation - showing the most recent valuation as received by us from the Product Providers.
  • Policy Detail - each holding has a link to further information about the policy.
  • Fund Details - where the holding has underlying funds, a summary is given, including number of units, unit price and value.
  • Existing Clients login here

If you would like further information, please contact us on 0113 2900 370 or click on the button below to register your interest:

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Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Neither GKS Pensions and Investments Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

GKS Pensions and Investments Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do).