Rathbones’

Giving you instant access to your clients’ investments

online

valuations

real-time valuations1

Giving you and/or your client instant access to valuations or a full breakdown – at your discretion.

user-controlled access levelsFor larger firms a range of access levels is available.

transaction historyWith three months’ transaction history stored on the system, you can easily illustrate activity over time.

consolidated or individual views With Rathbones’ online valuations, you can easily choose between views illustrating your client’s individual investments, or a consolidated view across all of their investments.

1 Data as at previous day’s close

secure data Your clients’ details are safe with us: using a single password via a secure website you can rest assured it’s secure.

dedicated support A team of dedicated staff is on hand to answer any technical queries. Monday-Friday, 9am-5pm.

Contact us Rathbone Investment Management 159 New Bond Street London W1S 2UD

020 7399 0000 ifaservices@rathbones.com www.rathbones.com Birmingham Bristol Cambridge Chichester Edinburgh Exeter Kendal Liverpool London Winchester

RIM-FLY-ONVAL-10-08 Rathbone Investment Management Limited is authorised and regulated by the Financial Services Authority. Registered office: Port of Liverpool Building, Pier Head, Liverpool L3 1NW. Registered in England No. 1448919.