1

Globaleye Valuation Service

2

Introduction

Welcome to the Globaleye Valuation Service! The Globaleye Valuation Service (GVS) is designed to give you up-to-date information about all of your investments, whenever you need it. These can include policies that you have with us, current and savings accounts and indeed any external assets or investments that you hold. Easy to use, this comprehensive service will allow you to monitor all of your finances from one place and provide you with a range of tools to help monitor the performance of your investments and the exposures that you have. Live feeds from our providers ensure that your information is updated on a regular basis and all of your changes can be tracked, modelled and downloaded in either PDF or Excel format. I trust you will see value in this service

Tim Searle

3

Overview

The overview page shows all of your assets valued in your choice of currency as well as liabilities which can then be combined to give your net asset value.

Documents View documents uploaded by you advisor

Update Details Update the details we use to communicate with you

Email Click to email your Wealth Manager

It’s really easy to navigate around the GVS. Whilst you’re having a play around with the platform use this guide to help you maximise its benefits. And if you’re feeling really adventurous, then

check out the walkthrough video.

4

Overview

Control Monitor all of your investments by consolidating them into one report

Information Click this document to find out more information about this investment.

Currency Select the denomination of your choice with a simple click

Download Download details of your investments in PDF

“I tried managing all of my finances in Excel and then use different passwords

for my savings, investments and insurance , which was very difficult. Alongside that, I was struggling to

communicate with my previous financial advisor. GVS has given me full control of

my finances and brought me closer to my Wealth Manager”

Don’t forget the demo login! Username: GLED563600 Password: globaleyedemo

5

Overview

Protection You can monitor the protection you have.

Net Asset Value The GVS gives you a very clear figure of your net asset worth.

In detail By scrolling further down the page of the GVS you will be able to see a breakdown of your investments by sector

Check out our GVS demo and video testimonials to find out how many people love this service.

Click

24 hr access In Control

Secure Feasible

6

Investments are shown in an accordion table which expands when you click the down arrow next to the name to show basic information. Any general insurance or life assurance products that you

own can be included so you can be sure you have adequate cover, you will receive a reminder thirty days prior to the anniversary of the policy.

Overview

The Alerts icon will let you know if you have messages,

meetings or price alerts if you are monitoring

investments.

7

Overview

Documents View all the documents that relate to just this investment

Risk Appetite View the investment model that matches your risk appetite here

Any documents relating to the products you have can be retrieved when viewing your valuation. For an in depth view, click through from the Overview page to view the details of any of the investments. You are able to see the performance of an individual holding or compare it to the others that make up the portfolio.

Charts Click to view charts of the performance of each holding,

Find out how you can see live feeds of your offshore bank account on the GVS! Contact our CRM team today.

8

Overview As well as advanced charts and analytical tools, fund fact sheets can also be downloaded however your valuation can include other investments such as global equities, bonds, commodities and derivatives provided valuations are available.

Fund Performance Click to highlight the performance of each fund or utilize the graph to benchmark which fund is performing the best

Risk Appetite View the investment model that matches your risk appetite here

Detail Scroll down for the in depth analysis on the portfolios performance

Scroll to the bottom of the details page to analyse the portfolio of

investments as a whole compared to any benchmark you choose.

Click on the graph for the full version which can be adjusted to cover any

time period.

9

Visit www.globaleye.com