Investment funds & ISA on FundZone

Online services

You can access a range of information and carry out a number of services for your clients online, including:

  • Purchases and sales
  • Portfolio valuations
  • Transaction histories
  • Fund switches
  • Changes to client details

Useful tools

Risk Assessment Questionnaire - a questionnaire that assesses each client’s attitude to risk. Developed by ORRA, an Oxford University company, the calculations have been devised to best match risk results to the UK population.

Fund selection filters - help you to search for particular funds based on fund manager or on specific criteria such as asset class, performance, ratings or fund codes.

The list below includes new MiFID information for Mutual Funds that are available on FundZone.  Funds will only be included if the Fund Manager has provided this information.