BAILLIE GIFFORD. The Baillie Gifford Online Management Service (OMS) Further Information

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "BAILLIE GIFFORD. The Baillie Gifford Online Management Service (OMS) Further Information"

Transcription

1 BAILLIE GIFFORD The Baillie Gifford Online Management Service (OMS) Further Information This factsheet has been designed to provide you with more information about some of the facilities available through the Baillie Gifford Investment Trust Share Plan, ISA and Children s Saving Plan. It should be read alongside the Key Features and Terms & Conditions of the plan(s). The Key Features and Terms & Conditions are available on request from our Client Relations Team by calling Alternatively, they may be downloaded from our website within the Literature Library. Contents About OMS 2 Registering 3 How Do I Use the Switching Facility? 5 Frequently Asked Questions 6 Contact Us 8

2 The Baillie Gifford Online Management Service About OMS What is the Baillie Gifford Online Management Service (OMS)? OMS is the Online Management Service offered by Baillie Gifford which enables you to apply for, open and administer your plan online. What Will OMS Allow Me to Do? You can view the details of your Share Plan, ISA or Children s Savings Plan account online. The online service also allows you to: Obtain current valuations; Make lump sum investments, except where there is more than one Holder; Sell part or all of your holdings, except where there is more than one Holder; Switch between investment trusts, except where there is more than one Holder; and Update certain personal details e.g. address and telephone number. Restrictions Some services are not available through OMS. This includes changing your name or carrying out transfers. If your plan is jointly held then instructions to transfer, increase/decrease the Direct Debit, buy, sell and/or switch cannot be completed using the Online Management Service. Joint accounts and Bare Trusts for the Children s Savings Plan cannot be opened using OMS; an application form must be completed. It is your responsibility to satisfy yourself that you are permitted to invest in the Plan. You may not invest in a Plan if you are a citizen of, national of, or resident in, a country other than the UK: Where such investment would require the Plan or us to comply with local laws, and/or Where it is prohibited by that country s exchange controls or other regulations. 2

3 Further Information Registering If you are a new customer, or are an existing customer applying for a new product, applying online is straightforward it should take about 10 minutes to complete. If you are opening an ISA, you will also need to provide your National Insurance Number. If you would like to open a Children s Savings Plan Bare Trust or a joint account, you will need to apply via post by completing and returning the relevant application form. How to Open a New Account Visit our website Choose the Create a New Account option Select the type of product that you wish to apply for Tick the box to accept the Terms & Conditions Complete all your personal details, followed by your home address. Please note however you input your details is the way your account will be registered. Complete the Data Protection details Check you are happy with all details entered and choose Confirm You will then receive confirmation of your Account Number and Username, your password will be ed to you separately. Please note that you will not be shown your Username again please take a note of it See All online registrations below for more information. How to Register an Existing Account Visit our website Choose the Register option. You will need to enter the following information; your account number your forename(s) and surname your full postcode your date of birth your address For registration to be successful, all details entered must match those we currently hold on our system for you. You may wish to locate your last six monthly statement when entering your details You will receive your Username. Please take a note of this. Please note that if we already hold an address for you and you use a different one then your registration will fail. You will then need to contact us in writing to request a change to your address. We will confirm when your address has been updated and you can then register again. 3

4 The Baillie Gifford Online Management Service All Online Registrations You will also need to choose security questions, including your mother s maiden name and first school attended, please note these are case sensitive. After you have submitted all necessary information, your Username should appear on the screen, you should take a note of it. You will also be ed a temporary password which you will be prompted to change the first time you log in. Please note that the temporary password issued to you will expire within 24 hours. To update your password: Choose the Log In option, enter your Username and then copy and paste your password from the into the password field You will then be taken to a second screen. You will need to enter the password again and choose a new password (see Creating a Password below for detailed information). You will need to enter the new password twice and then choose Change Password You will then be taken to a screen headed First Login Enter the new password you have chosen, your date of birth and answer two security questions (i.e. mother s maiden name and name of first school attended) You will then be able to access your account. If you have more than one account and wish to use one Username and password to view all your accounts, please register one account and then contact our Client Relations team on We will take details of the additional accounts that you would like to view and arrange for these to be linked. Please note that this process can take five business days to be completed. Please also be aware that the password you create will expire after 180 days, you will then need to change the password. Creating a Password The password you create must be a minimum of 8 characters, and contain at least three of the following character classes: upper case (A Z); lower case (a z); number (0 9); special character, i.e. any non-alphanumeric character punctuation (;:,.) or symbol (<>+=) with the exception of an asterisk (*). Password Security You should not write your password on any documents we send you about your account, or anything usually kept with them. If you do write your password down, you should disguise it so that it is not readily apparent it is a password. You are advised to select passwords which are: Not based on anything somebody else could easily guess or obtain using person-related information, e.g. names, telephone numbers, dates of birth, football teams, etc.; and Free of consecutive identical characters or all-numeric or all-alphabetical groups; You are advised to change passwords frequently, typically every 60 days. You are advised not to: Keep a record of passwords; Reuse or recycle old passwords; or Share passwords with another user. What Will Happen After My Online Account Is Activated? You will be able to add funds to your account using your debit card and choose which trust(s) you would like to buy. At this point, we do some anti-money laundering checks for new investors. These are normally completed electronically and without the need for you to do anything; however, we will get in touch if we need additional verification documents. 4

5 Further Information How Do I Use the Switching Facility? Please note the online switch facility is only available for accounts with one Holder. For accounts with more than one Holder, switch instructions must be posted to us. The instruction must be signed by all Holders. Once you have logged in to your account please select the Dealing option from the top menu. Within the Dealing options select Switch Instructions. Please note, do not select Buy and Sell if you wish to switch between Trusts within the plan. After choosing the new Investment Trust(s) and the confirming that the percentage adds up to 100%, select Next and then Confirm in order to place your instruction. Please note that if you have a monthly direct debit payment that is purchasing the old investment trust that you wish to sell, your direct debit will not automatically be changed to your new fund. In order to change the fund, select the Dealing option from the top menu, select Regular Savings, go to Setup/Amend Regular Savings. You can then choose Delete to remove your old fund, you can then go to Stock Name and select the fund you wish to invest in from the drop down menu. You will then need to re-enter your amount and day of collection and choose Add. Within the Switch Instruction option please choose which Investment Trust you wish to switch out of, including the percentage or amount of shares. If your direct debit payment has already been collected at the time you place your switch instruction but has not yet invested, please contact Client Relations on and we can provide further information on how to ensure the new fund is purchased if you wish to do so. Once you have selected the Trust you wish to switch from, please choose the new Investment Trust or Trusts you wish to switch into, including the percentage and choose Add. 5

6 The Baillie Gifford Online Management Service Frequently Asked Questions How Do I Buy and Sell Shares Online? Select Dealing from the menu and choose the Buy and Sell option. On this screen you can choose which account you wish to buy/sell from, providing you have the funds available with which to do so. Please note that if you wish to sell from one trust and use the proceeds to purchase a different trust on the same day within the same plan, please follow the switch process detailed above. Can I Buy/Sell Shares Immediately? No. You can instruct us immediately and we will buy or sell shares on the next available dealing day. When Can I Deal? The dealing days are normally Tuesday and Friday. We must receive your instructions via OMS before midnight on the business day 1 before the next dealing day. Your deal will be aggregated with all other customers who are buying or selling in that particular trust on the same day. What Are the Dealing Charges? Please refer to the Key Features section of the relevant product Application Pack for full information on charges that may be applicable. Are There Limits to How Much I Can Buy or Sell Online? The maximum and minimum amounts that you can invest/sell differ according to the type of account that you have please check the relevant Terms & Conditions for confirmation. I Have a Joint Account but I Do Not Have the Option to Buy or Sell Why? Joint accounts have view only access online. All dealing instructions must be sent to us in writing. How Do I Pay Into My Account? You can pay into your account using your debit card online or you can send us a cheque by post made payable to BGSM Client Account. If making a payment by debit card, and you have more than one plan with us, please ensure you select the correct plan account number in the drop down box before making your payment. When and How Will I Be Paid the Proceeds of My Sale? We will pay proceeds by electronic transfer (BACS) to a verified bank account after your deal has settled. A cheque will be sent to your home address if we do not hold verified bank details. You may wish to contact our Client Relations team on to confirm if we hold verified bank details for you. What Do You Need From Me to Verify My Bank Details? Your bank details can be verified by sending us either a voided cheque or paying-in slip showing your name and account details. How Do I Apply for a New Product? Log in to your online account and select the Apply for a New Product menu at the top of the page. Select which type of product you wish to apply for and you will be guided step-by-step through the process. Please remember to check that all your personal details are correct. How Do I Set up Regular Savings to My Account? Log in to your online account and select the Dealing top menu, then Regular Savings from the side menu. You will be able to enter/edit your bank details, and initiate your instruction. Regular savings are debited from your bank account on the 1st or 15th of each month; the choice of which date is yours. Please complete the online Direct Debit instruction at least eight business days before the collection date. 1 Business day means any day (excluding Saturdays, Sundays and public holidays) on which banks are open to conduct normal banking business in London. 6

7 Further Information Can I Cancel or Amend My Regular Savings? Yes. Cancellations and amendments can be made up to five business days before the collection date. You can also redirect your regular savings into other trusts. I Did Not Subscribe to a Baillie Gifford ISA in the Last Tax-Year How Do I Apply? Log in to your online account and select Apply for a New Product at the top of the page. Choose Baillie Gifford Investment Trust ISA from the drop down menu and follow the on screen instructions. Can I Change My Postal or Address? Once you are logged in please go to the My Details menu option and you will be guided through the process. Can I Change My Income Choice? Yes. Once logged in please go to the My Details menu option, where you can change your income choice and add your bank details if you choose to have the income paid to you. Will I Still Receive Paper Copies of Statements? Yes, we will send you a statement every six months which shows a valuation of your holding(s) as at 5 April and 5 October. This statement also details the transactions carried out during the previous six months. Can I Print Screens From My Online Account? Yes there is a print function across most of the online account pages. You will also be able to print copies of contract notes and statements. How Do I Link My Other Baillie Gifford Accounts so That I Can View Them Under One Username Online? Each account will have its own Username and Password for online access. Should you wish to link your accounts please call us on , or write to us, stating your full name, address and the account numbers (and designations if applicable) of all accounts you would like to link. It can take around five days to process your request. I Cannot Remember My Username/Password to Access My Online Account Please follow the steps within the Forgotten Username or Forgotten Password page. Links to these pages can be found on the Log In screen. How Can I Change My Password? You can change your password within the My Details area of your online account. Is the Online Account Secure? Yes, our online account service uses a minimum of 128 bit SSL encryption technology, indicated by the padlock system at the top or bottom of your screen when you log in to the service. As part of our security measures we require you to set up a password and answer security questions when you register. To ensure that your account is as secure as possible we recommend that you do not write down your password and that it should be changed regularly. If you connect to the internet via a wireless network you should ensure that the network is secure. When you have finished using the service please ensure you log out by choosing the Logout button found at the top right of your screen rather than just by closing the browser. If you become aware of, or suspect, any unlawful or unauthorised use of your password contact Baillie Gifford immediately on Which Internet Browsers Support the Online Account System? Internet Explorer , Firefox (latest stable release), Chrome (latest stable release) and Safari (latest stable release running on OSX not Windows). 7

8 Contact Us If you require further assistance or information about using our Online Management Service, please telephone the Client Relations Team on or write to: Baillie Gifford Savings Management Limited Calton Square 1 Greenside Row Edinburgh EH1 3AN Your call may be recorded for training or monitoring purposes. Baillie Gifford & Co Head Office Calton Square, 1 Greenside Row, Edinburgh EH1 3AN Telephone + 44 (0) Ref: CM1724 OMS Info Factsheet BRO IB 0055 Retail/Online Factsheets Copyright Baillie Gifford & Co 2009.

Investment Funds ISA Application Form

Investment Funds ISA Application Form Investment Funds ISA Application Form Please select one of the following: Lump sum Regular saver investment Combined lump sum and regular saver investment Before completing this application form please

More information

INVESTOR PORTFOLIO SERVICE (IPS) ONLINE

INVESTOR PORTFOLIO SERVICE (IPS) ONLINE INVESTOR PORTFOLIO SERVICE (IPS) online user guide HELPING HAND. It s important to keep a close eye on your investments, so we do all we can to lend a helping hand. That s why we ve put together this step-by-step

More information

PERSONAL INTERNET BANKING APPLICATION FORM

PERSONAL INTERNET BANKING APPLICATION FORM FOR BANK USE ONLY PERSONAL INTERNET BANKING APPLICATION FORM Total number of Signatories on Account Application Form Number of Signatures required to Authorise Access Type Personal Details Title: Surname:

More information

Internet Banking - FAQ -

Internet Banking - FAQ - Internet Banking - FAQ - About Hong Leong Connect services Q1. What is Hong Leong Connect? A1. Hong Leong Connect brings you a host of digital banking services offered by Hong Leong Bank (Cambodia) Plc.

More information

Internet Bank with certificates First steps

Internet Bank with certificates First steps Internet Bank with certificates First steps 2 Content BEFORE YOU START...3 Minimum requirements for your computer...3 Support for service Internet Bank...3 Useful links...3 Security...3 Parameters of certificates...3

More information

River Valley Credit Union Online Banking

River Valley Credit Union Online Banking River Valley Credit Union Online Banking New user setup guide Members can self enroll for the service by answering a few simple questions. Before beginning the process, please make sure you have this information

More information

Online School Admissions. Applying Online Guidance notes

Online School Admissions. Applying Online Guidance notes Online School Admissions Applying Online Guidance notes Contents Before you begin... 2 Logging on... 4 Accessibility... 5 Registering... 6 Registration Your Personal Details... 6 Registration Your Login

More information

Last Updated July, 2014

Last Updated July, 2014 MyHealth Patient Portal Last Updated July, 2014 Frequently Asked Questions General What is MyHealth Portal? Is there a fee to use MyHealth Portal? What do I need to use MyHealth Portal? Who do I contact

More information

Bahamas Tax Information Exchange Portal Documentation

Bahamas Tax Information Exchange Portal Documentation Bahamas Tax Information Exchange Portal Documentation This sub section of the Portal Documentation covers the following Topics: Portal Overview Portal Login Account Status Reportable Account File Processing

More information

Frequently asked questions.

Frequently asked questions. Frequently asked questions. What is Bath Online? Bath Online is the online savings service from Bath Building Society that provides you with 24-hour access to view your existing savings accounts and the

More information

BUSINESS SERVICES ONLINE. Registration and Access to Services. Handbook

BUSINESS SERVICES ONLINE. Registration and Access to Services. Handbook If you are navigating using only the keyboard or using an assistive device and need help, visit our Navigation Instructional page for alternative views and navigation. Warning: If you select this link,

More information

Online Business Banking FREQUENTLY ASKED QUESTIONS

Online Business Banking FREQUENTLY ASKED QUESTIONS Online Business Banking FREQUENTLY ASKED QUESTIONS» BSP Online Business Banking» Frequently Asked Questions GENERAL Q. What is BSP Online? A. BSP Online allows customers to securely access their BSP Bank

More information

This information can be made available in Large Print

This information can be made available in Large Print Do you have a question about MyAccounts? Just click on the relevant question from the list below for further information. To download the documents on this page, you must have Adobe Acrobat Reader installed

More information

Registration Guide. Step 4 Confirmation

Registration Guide. Step 4 Confirmation StockPlan Connect Morgan Stanley s StockPlan Connect website allows you to access and manage your equity plans online. Follow the easy step-by-step instructions in this guide to register your account and

More information

application form ECCLESIASTICAL INVESTMENT FUNDS Version 3

application form ECCLESIASTICAL INVESTMENT FUNDS Version 3 application form Version 3 Please complete all sections below and return to: Ecclesiastical Investment Management Limited, PO Box 3733, Swindon SN4 4BG Please note this form cannot be used for an Ecclesiastical

More information

Investment trust application forms

Investment trust application forms Investment trust application forms 2015/2016 Form A Application for a 2015/2016 tax year stocks and shares ISA Form B Application to transfer an existing stocks and shares ISA Form C Application to transfer

More information

YOUR GUIDE TO THE PERSONAL FINANCE PORTAL (PFP)

YOUR GUIDE TO THE PERSONAL FINANCE PORTAL (PFP) CONTENTS OF THIS USER GUIDE (C LIC K T O JUMP) YOUR GUIDE TO THE PERSONAL FINANCE PORTAL (PFP) INTRODUCTION TO THE PERSONAL FINANCE PORTAL Access to the Personal Finance Portal (PFP) is provided as part

More information

Our website Internet Banking

Our website Internet Banking Our website Internet Banking A safe and efficient way of accessing your People s Choice Credit Union accounts, paying bills and transferring money. 1 Contents 1. Security, system requirements and cookies...3

More information

MyAccount. full guide. Happy living for the years ahead

MyAccount. full guide. Happy living for the years ahead full guide Happy living for the years ahead Contents MyAccount 1 What is MyAccount 2 How to register for MyAccount 3 Logging on using MyAccount for the first time 4 Rental customers online statements 5

More information

J.P. Morgan ISA and J.P. Morgan Investment Account

J.P. Morgan ISA and J.P. Morgan Investment Account Key Features and Terms and Conditions Effective from 7 December 2015 J.P. Morgan ISA and J.P. Morgan Investment Account For J.P. Morgan Account holders TABLE OF CONTENTS PAGE 2 2 8 9 12 22 23 24 KEY FEATURES

More information

FTSE 100 Tracker Fund ISA Application Provided by RBS Collective Investment Funds Ltd

FTSE 100 Tracker Fund ISA Application Provided by RBS Collective Investment Funds Ltd FTSE 100 Tracker Fund ISA Application Provided by RBS Collective Investment Funds Ltd p Your information For details of how we and others will use your information and how to give your consent, please

More information

Initial Charge waived ISA. Class R GBP Application forms 2015/2016 Terms and conditions

Initial Charge waived ISA. Class R GBP Application forms 2015/2016 Terms and conditions Initial Charge waived 0% ISA Class R GBP Application forms 2015/2016 Terms and conditions ISA terms and conditions Definitions Account Account holding your Investments in an ISA. Additional Permitted Subscription

More information

Net Banking is like having access to branch at any time and being able to get a lot of the services that you get in a branch at your PC.

Net Banking is like having access to branch at any time and being able to get a lot of the services that you get in a branch at your PC. How is Net Banking of use to me? Net Banking is like having access to branch at any time and being able to get a lot of the services that you get in a branch at your PC. With YES BANK Net Banking you can

More information

easy online banking. Simple steps to N&P Internet banking

easy online banking. Simple steps to N&P Internet banking easy online banking. Simple steps to N&P Internet banking Be on top of money 24 hours a day with N&P Internet Banking. Welcome to our Internet banking service. This user guide has been created to take

More information

Quick Reference Guide PAYMENT GATEWAY (Virtual Terminal)

Quick Reference Guide PAYMENT GATEWAY (Virtual Terminal) PAYMENT GATEWAY (Virtual Terminal) Document Version 131227 Copyright 2013 epaymentamerica, Inc. All Rights Reserved Logging in to the Virtual Terminal 1. Open your internet browser; We strongly recommend

More information

Online Appointments Patients Guide

Online Appointments Patients Guide Online Appointments Patients Guide Introduction Having visited your GP Practice, you will have registered for Vision Online Appointments. The Practice will have started the Registration process which allows

More information

YOUR GUIDE TO THE iphone MOBILE APP WITH 1st SOURCE

YOUR GUIDE TO THE iphone MOBILE APP WITH 1st SOURCE YOUR GUIDE TO THE iphone MOBILE APP WITH 1st SOURCE Strong. Stable. Local. Personal. 10/12 Install, Sign On and View Account Balances 1. Visit the iphone App Store on your iphone and search for 1st Source

More information

How to setup Backup Anywhere on your local PC

How to setup Backup Anywhere on your local PC This document provides the basic step-by-step process on how to setup Backup Anywhere on your local PC. Please note: This software will not back up your data if your computer is switched off, in hibernation

More information

A guide to Internet Banking

A guide to Internet Banking A guide to Internet Banking 1 www.beyondbank.com.au Contents Getting Started Register for Internet Banking 3 Log in to Internet Banking 4 Using Internet Banking for the First Time 5 Setting up your Internet

More information

Expert Managed Solution ISA Transfer Form

Expert Managed Solution ISA Transfer Form Expert Managed Solution ISA Transfer Form How we will use your information Before continuing with this application, please read the information below which explains how we and others will use your personal

More information

Customer Management Services (CMS)

Customer Management Services (CMS) Customer Management Services (CMS) Customer User Manual Version 1.2 April 2009 Page 1 of 23 Table of Contents 1 AN INTRODUCTION TO CMS... 3 2 GETTING STARTED WITH CMS... 4 ONLINE HELP... 4 ACCESSING CMS...

More information

Mutual Funds Investment Fund

Mutual Funds Investment Fund When we say we or us, we mean Standard Life Investments (Mutual Funds) Limited. Who is this form for? This form is for anyone who wishes to invest in an Investment Fund with Standard Life Investments (Mutual

More information

Online Banking Security Guide Internet-based version

Online Banking Security Guide Internet-based version Online Banking Security Guide Internet-based version Contents Introduction to the Security Guide... 2 Security Guide... 2 Using the internet securely... 2 Security solutions in Online Banking... 3 What

More information

A Guide for Patients of Abington Park Surgery

A Guide for Patients of Abington Park Surgery A Guide for Patients of Abington Park Surgery This guide covers the following topics: About SystmOnline Logging in to SystmOnline Changing/Resetting Your Password Logging Out of SystmOnline Managing Appointments

More information

Redstone Federal Credit Union Answers to Frequently Asked Questions Online Banking

Redstone Federal Credit Union Answers to Frequently Asked Questions Online Banking Redstone Federal Credit Union Answers to Frequently Asked Questions Online Banking Getting Started How do I sign-up for online banking? Visit our website homepage (www.redfcu.org) and click the Sign up

More information

Citizens 1 st National Bank Mobile Banking FAQ

Citizens 1 st National Bank Mobile Banking FAQ Citizens 1 st National Bank Mobile Banking FAQ Citizens 1 st National Bank has an App for its customers available for Apple iphones, ipads and Android phones. SMARTPHONE DEVICE MINIMUM REQUIREMENTS APPLE

More information

Stocks and Shares ISA. Application form 2015/16

Stocks and Shares ISA. Application form 2015/16 Stocks and Shares ISA Application form 2015/16 10057 Stocks and Shares ISA Application form 2015/16 You can also apply for a Stocks and Shares ISA online at www.alliancetrustsavings.co.uk/isa This form

More information

INVESTOR360º CLIENT USER GUIDE

INVESTOR360º CLIENT USER GUIDE INVESTOR360º CLIENT USER GUIDE TABLE OF CONTENTS 1. About Investor360 3 1.1 What does Investor360 provide? 3 1.2 Security 3 2. Logging in to Investor360 4 3. Welcome to Investor360 7 4. Navigating in Investor360

More information

How to install Office 365 Student Advantage package on a students home computer

How to install Office 365 Student Advantage package on a students home computer How to install Office 365 Student Advantage package on a students home computer All state school students from Prep to Year 12 can now download multiple free copies of the Microsoft Office 2013 Suite to

More information

BSP Internet Banking Terms and Conditions

BSP Internet Banking Terms and Conditions 1.0 Introduction These Terms and Conditions between you and BSP outline and govern the Terms and Conditions for accessing your personal accounts via BSP Internet Banking Services. This Terms and Conditions

More information

User Manual 03/12/2014. A collaborative effort by

User Manual 03/12/2014. A collaborative effort by User Manual 03/12/2014 A USER GUIDE DESIGNED TO HELP CREATE AND MAINTAIN PERSONAL ACCOUNTS IN mynhdoe, THE NH DEPARTMENT OF EDUCATION SINGLE SIGN-ON SYSTEM FOR ACCESSING SECURE APPLICATIONS A collaborative

More information

Provided by. Saga Share Direct. Trading Guide. Trading Account Stocks and Shares ISA Investment Clubs Trading Account

Provided by. Saga Share Direct. Trading Guide. Trading Account Stocks and Shares ISA Investment Clubs Trading Account Provided by Saga Share Direct Trading Guide Trading Account Stocks and Shares ISA Investment Clubs Trading Account Welcome Thank you for choosing to open a Saga Share Direct share dealing account, provided

More information

Self Help Guide. Enable wireless and wireless security on your Belkin VoIP modem/router.

Self Help Guide. Enable wireless and wireless security on your Belkin VoIP modem/router. APPLIES TO: TABLE OF CONTENTS:- Enable Wireless on your Modem/Router 1 Setup Wireless Encryption 3 Wireless Security Information 3 64 Bit WEP 4 128 Bit WEP 6 WPA 8 Connecting to the Wireless Network 9

More information

Hong Leong Bank Connect Online Banking - FAQs. General

Hong Leong Bank Connect Online Banking - FAQs. General Hong Leong Bank Connect Online Banking - FAQs General Q1. What is Hong Leong Bank (HLB) Connect? A1. HLB Connect brings you a host of digital banking services offered by HLB. At the moment, HLB Connect

More information

Mississippi Educator Licensure Management System. Single Sign On User Guide

Mississippi Educator Licensure Management System. Single Sign On User Guide Mississippi Educator Licensure Management System Single Sign On User Guide September 2009 Table of Contents Table of Contents... 2 myelms SSO User Guide... 3 Login Screen... 3 myelms Login Screen Overview...

More information

An ISA may only be held in one individual s name.

An ISA may only be held in one individual s name. When we say we or us, we mean Standard Life Investments (Mutual Funds) Limited. Who is this form for? This form is for anyone who wishes to transfer a Stocks and Shares ISA or a Cash ISA from another ISA

More information

edentree investment management APPLICATION FORM STOCKS AND SHARES INDIVIDUAL SAVINGS ACCOUNT (ISA)

edentree investment management APPLICATION FORM STOCKS AND SHARES INDIVIDUAL SAVINGS ACCOUNT (ISA) edentree investment management APPLICATION FORM STOCKS AND SHARES INDIVIDUAL SAVINGS ACCOUNT (ISA) EdenTree Please complete all sections below and return to: EdenTree Investment Management Limited, PO

More information

A Guide to using egas Lead Applicant

A Guide to using egas Lead Applicant A Guide to using egas Lead Applicant egas Browsers and Browser Settings Logging In Passwords Navigation Principles Your Contact Details Tasks Overview Completing Tasks egas The Health and Care Research

More information

Classic Account. With you when you want a good all rounder.

Classic Account. With you when you want a good all rounder. Classic Account With you when you want a good all rounder. You ll find everything you need to know about your new Classic Account in the following pages. Welcome 1 Your Bank of Scotland debit card 2 Choose

More information

Our website Internet Banking

Our website Internet Banking Our website Internet Banking A safe and efficient way of accessing your People s Choice Credit Union accounts, paying bills and transferring money. 1 Contents 1. Security, system requirements and cookies...3

More information

CONTENTS. SETUP SECURITY ENHANCEMENTS... 17 Existing User... 17 New User (Enrolled by Employer or Self)... 21

CONTENTS. SETUP SECURITY ENHANCEMENTS... 17 Existing User... 17 New User (Enrolled by Employer or Self)... 21 HEALTH SAVINGS ACCOUNT SUBSCRIBER WEBSITE GUIDE CONTENTS BROWSER COMPATIBILITY... 2 ONLINE ENROLLMENT... 3 Online Enrollment Process... 3 REGISTERING YOUR ACCOUNT FOR ONLINE ACCESS... 12 INDIVIDUAL ENROLLMENT...

More information

DimeOnLine BillPay Frequently Asked Questions

DimeOnLine BillPay Frequently Asked Questions DimeOnLine BillPay Frequently Asked Questions The Dime Bank has made banking easier by providing access to your accounts 24 hours a day, 7 days a week. Now you can view up-to-the-minute deposit account

More information

MySagePay. User Manual. Page 1 of 48

MySagePay. User Manual. Page 1 of 48 MySagePay User Manual Page 1 of 48 Contents About this guide... 4 Getting started... 5 Online help... 5 Accessing MySagePay... 5 Supported browsers... 5 The Administrator account... 5 Creating user accounts...

More information

Questions and Answers for using MyCareCouncil

Questions and Answers for using MyCareCouncil Questions and Answers for using MyCareCouncil Below you will find questions and answers about using MyCareCouncil. The questions have been grouped by topic. Please scroll to the appropriate topic. Topic

More information

Managing your Account The Platform Guide. October 2015

Managing your Account The Platform Guide. October 2015 Managing your Account The Platform Guide October 2015 Contents 04 What s in this guide? 05 What types of Account do you offer? 06 Where do I start? 07 Can I have more than one Account? 08 How do you structure

More information

A FRESH NEW LOOK FOR YOUR INVESTMENTS

A FRESH NEW LOOK FOR YOUR INVESTMENTS A FRESH NEW LOOK FOR YOUR INVESTMENTS A handy reference guide We are delighted to bring a new look to the client portfolio screens on our website. We hope you enjoy using them; you might want to keep this

More information

ISA Application Form (including Back-to-Back ISA option)

ISA Application Form (including Back-to-Back ISA option) Private Investors ISA Application Form (including Back-to-Back ISA option) Please note that with effect from 1 July 2014, all Individual Savings Accounts are called New ISAs or NISAs This ISA Application

More information

FAQ s (Frequently Asked Questions):

FAQ s (Frequently Asked Questions): FAQ s (Frequently Asked Questions): What are the benefits of using net banking? Net Banking is like having access to branch at any time and being able to get a lot of the services that you get in a branch

More information

Guidance for completing an online application* for admissions to Primary and Secondary Schools in Cardiff Council

Guidance for completing an online application* for admissions to Primary and Secondary Schools in Cardiff Council Guidance for completing an online application* for admissions to Primary and Secondary Schools in Cardiff Council *This guidance relates to making an online application in English. You are strongly advised

More information

Schools CPD Online General User Guide Contents

Schools CPD Online General User Guide Contents Schools CPD Online General User Guide Contents New user?...2 Access the Site...6 Managing your account in My CPD...8 Searching for events...14 Making a Booking on an Event...20 Tracking events you are

More information

M&T Web InfoPLU$ GETTING STARTED GUIDE

M&T Web InfoPLU$ GETTING STARTED GUIDE M&T Web InfoPLU$ GETTING STARTED GUIDE Web InfoPLU$ Getting Started Guide Welcome to Web InfoPLU$, M&T s Internet reporting and payment service. The purpose of this guide is to help you log on for the

More information

Patient Portal. Accessing the Patient Portal. How to Begin: Enter first and last name, date of birth and create a user name and password.

Patient Portal. Accessing the Patient Portal. How to Begin: Enter first and last name, date of birth and create a user name and password. Patient Portal How to Begin: If you provided an email address when you registered as a patient, you can expect an email after your discharge that will be sent directly from CPSI, our Electronic Health

More information

Setting up a Passport York & Central Account. Setting a Password for a Central Account Step by Step Instructions.

Setting up a Passport York & Central  Account. Setting a Password for a Central  Account Step by Step Instructions. Before you begin, please ensure you have: Your 9 digit employee ID number Last four digits of your Social Insurance Number Setting up a Passport York 1. Go to Manage My Services by entering in the address

More information

Instructions on registering in the Portal

Instructions on registering in the Portal Instructions on registering in the Portal Aim To use the DAAD Portal and, for example, submit an application, you have to register first. You only have to register once, and in doing so you make yourself

More information

Selected Investment Funds (SIF) Plan and SIF Individual Savings Account (ISA) Additional Investment Form and Switch Form

Selected Investment Funds (SIF) Plan and SIF Individual Savings Account (ISA) Additional Investment Form and Switch Form HNBPST Selected Investment Funds (SIF) Plan and SIF Individual Savings Account (ISA) Additional Investment Form and Switch Form Notes on completing this form Please read the Selected Investment Funds Key

More information

Online Banking Frequently Asked Questions

Online Banking Frequently Asked Questions HOME BANKING Q. What is Freedom's Home Banking? A. Freedom s Home Banking allows you to bank anywhere, at any time, electronically. Our system allows you to securely access your accounts by way of any

More information

Triodos Bank. Ethical Stocks and Shares ISA application form.

Triodos Bank. Ethical Stocks and Shares ISA application form. Triodos Bank. Ethical Stocks and Shares ISA application form. This is an application for a Triodos Ethical Stocks and Shares ISA for the tax year 2015/2016 and each subsequent year until further notice.

More information

Optum ID Migration for Provider Express Users

Optum ID Migration for Provider Express Users Introducing Optum ID FREQUENTLY ASKED QUESTIONS Optum ID Migration for Provider Express Users 1. What is Optum ID? A1. Optum ID is a centralized, secure identity management solution that enables a single

More information

BLACK FP Gaming Mouse with Fingerprint Security. Win 7,8,10 Command Center Software and Win 8.1&10 Security Center Installation Guide

BLACK FP Gaming Mouse with Fingerprint Security. Win 7,8,10 Command Center Software and Win 8.1&10 Security Center Installation Guide BLACK FP Gaming Mouse with Fingerprint Security Win 7,8,10 Command Center Software and Win 8.1&10 Security Center Installation Guide Table of Contents Win 10 Win 8.1 Installation Installing the Command

More information

BT Online Employer Easy User Guide. November 2010

BT Online Employer Easy User Guide. November 2010 BT Online Employer Easy User Guide November 2010 Contents I Introduction 3 Getting started 3 Register for BTOE 3 Login to BTOE 3 If you forget your password 4 Where to get help in BTOE? 4 Manage your BT

More information

Quick Start Guide to Logging in to Online Banking

Quick Start Guide to Logging in to Online Banking Quick Start Guide to Logging in to Online Banking Log In to Internet Banking: Note: The first time you log in you are required to use your Customer ID. Your Customer ID is the primary account holder s

More information

NASDAQ Web Security Entitlement Installation Guide November 13, 2007

NASDAQ Web Security Entitlement Installation Guide November 13, 2007 November 13, 2007 Table of Contents: Copyright 2006, The Nasdaq Stock Market, Inc. All rights reserved.... 2 Chapter 1 - Entitlement Overview... 3 Hardware/Software Requirements...3 NASDAQ Workstation...3

More information

Virtual Terminal User Guide

Virtual Terminal User Guide Payment solutions for online commerce Virtual Terminal User Guide Copyright PayPoint.net 2010 This document contains the proprietary information of PayPoint.net and may not be reproduced in any form or

More information

Member FAQ. General Information: Security:

Member FAQ. General Information: Security: General Information: Security: Why did you change Robins Federal Online Banking? Great question! We listened to an overwhelming response from you, our members that we needed to make these changes. We are

More information

Empathy. ITSI Online ebook Purchasing and Activation System

Empathy. ITSI Online ebook Purchasing and Activation System Empathy ITSI Online ebook Purchasing and Activation System Contents Overview Empathy Registration and Login What is Empathy? Getting Started: Registration and Login Empathy Account Creation (Registration)

More information

HE Gateway User guide for colleges and universities

HE Gateway User guide for colleges and universities HE Gateway User guide for colleges and universities HE Gateway 1 Student Loans Company Ltd Contents Section 1 Definitions & Related Documents...3 Definitions... 3 Related Documents... 3 Section 2 Purpose

More information

RBC Wealth Management

RBC Wealth Management Contents 1. Introduction 2 1.1 What is in this Online Services Guide? 2 1.2 Why choose Online Services? 2 1.3 E-Services 2 1.4 Getting started 2 2. Logging in and out 3 2.1 How to find the login screen

More information

Index. 1 System Requirements 2. 2 System Login. 5. 3 Account Information. 6. 4 Order. 9. 5 Change Password. 15. 6 Keep Connection 15

Index. 1 System Requirements 2. 2 System Login. 5. 3 Account Information. 6. 4 Order. 9. 5 Change Password. 15. 6 Keep Connection 15 Index 1 System Requirements 2 2 System Login. 5 3 Account Information. 6 4 Order. 9 5 Change Password. 15 6 Keep Connection 15 7 Password Reset.16-1 - 1 System Requirements Before login to BOCOM International

More information

How do I contact someone if my question is not answered in this FAQ?

How do I contact someone if my question is not answered in this FAQ? Help Where may I find the answers to my Internet Banking questions? How do I contact someone if my question is not answered in this FAQ? Enrolling How do I enroll in Internet Banking? Logging In How do

More information

Introduction to Client Online. Factoring Guide

Introduction to Client Online. Factoring Guide Introduction to Client Online Factoring Guide Contents Introduction 3 Preparing for Go live 3 If you have any questions 4 Logging In 5 Welcome Screen 6 Navigation 7 Navigation continued 8 Viewing Your

More information

Using Rackspace Webmail

Using Rackspace Webmail Using Rackspace Webmail Contents 1. Logging into Rackspace Webmail... 1 2. Add/Change your Signature... 2 3. Configure audible notifications... 5 4. Manage Auto-Reply ( Out of Office /Vacation responder)...

More information

OEIC Application Form

OEIC Application Form OEIC Application Form Please read the relevant Key Investor Information Document (KIID) and Supplementary Information Document before completing this application form. The Architas Open-Ended Investment

More information

State of Nevada Unemployment Insurance. Guide to Online Claimant Self Service

State of Nevada Unemployment Insurance. Guide to Online Claimant Self Service State of Nevada Unemployment Insurance Guide to Online Claimant Self Service Table of Contents Guide to Online Claimant Self Service Getting Started... 3 Introduction... 3 Getting Help... 3 Basic System

More information

FundZone Data Capture Form

FundZone Data Capture Form with Declaration Notice Online new business 1215 Who this form is for This form is for financial advisers to gather details to submit online new business on FundZone Filling in this form Gather all the

More information

Navigating the new Properties and Titles Search Options

Navigating the new Properties and Titles Search Options Navigating the new Properties and Titles Search Options 1. Getting Started... 3 1. What is the Properties and Titles search?... 3 2. Compatible browsers... 3 3. Logging in and out... 3 4. Creating a new

More information

INVESTING WITH IPS. This brochure supports the Key Investor Information Document.

INVESTING WITH IPS. This brochure supports the Key Investor Information Document. 1 INVESTING WITH IPS LEGAL & GENERAL INVESTOR PORTFOLIO SERVICE (IPS) INVESTING WITH IPS. This brochure supports the Key Investor Information Document. 2 INVESTING WITH IPS WELCOME TO THE INVESTOR PORTFOLIO

More information

Stockbrokers. MarketMaster. Application forms. Your investments. Your way.

Stockbrokers. MarketMaster. Application forms. Your investments. Your way. Stockbrokers MarketMaster Application forms Your investments. Your way. Application notes This pack contains all the forms you need to complete to open your account, but if you d prefer, you can open an

More information

Surplus Lines Online User Guide

Surplus Lines Online User Guide Surplus Lines Online User Guide Missouri Department of Insurance, Financial Institutions and Professional Registration Contents Summary... 1 Site Address... 1 Account Management... 2 Account Registration...

More information

ONLINE BANKING - FAQ -

ONLINE BANKING - FAQ - ONLINE BANKING - FAQ - About Hong Leong Connect services... 3 Registering for Hong Leong Connect Online Banking... 5 Login Hong Leong Connect Online Banking... 9 Manage My Accounts... 12 Payments & Transfers...

More information

Welcome to the mytnt User Guide

Welcome to the mytnt User Guide Welcome to the mytnt User Guide This User Guide is intended to guide you through mytnt. It will show you the key steps in creating a shipment as well as some major functionality that make mytnt so easy

More information

AT&T Business Messaging Account Management

AT&T Business Messaging Account Management AT&T Business Messaging Account Management Admin User Guide December 2015 1 Copyright 2015 AT&T Intellectual Property. All rights reserved. AT&T, the AT&T logo and all other AT&T marks contained herein

More information

The Toyota Foundation Grant Programs Guide for Web-based Grant Applications (Project Proposals)

The Toyota Foundation Grant Programs Guide for Web-based Grant Applications (Project Proposals) The Toyota Foundation Grant Programs Guide for Web-based Grant Applications (Project Proposals) 1 1. Before Applying Please check the following before starting application processes via the Toyota Foundation

More information

Vodafone Bulk Text. User Guide. Copyright Notice. Copyright Phonovation Ltd

Vodafone Bulk Text. User Guide. Copyright Notice. Copyright Phonovation Ltd Vodafone Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd Important Notice: The Information contained in this document is subject to change without notice and should not be construed as

More information

This document has been compiled to assist parent(s) / carer(s) in completing an online application for their child s admission to a Torfaen school.

This document has been compiled to assist parent(s) / carer(s) in completing an online application for their child s admission to a Torfaen school. This document has been compiled to assist parent(s) / carer(s) in completing an online application for their child s admission to a Torfaen school. Before completing any application for admission to school,

More information

Saga Share Direct Provided by Equiniti Financial Services Limited. Welcome. A guide for new Saga Share Direct customers

Saga Share Direct Provided by Equiniti Financial Services Limited. Welcome. A guide for new Saga Share Direct customers Saga Share Direct Provided by Equiniti Financial Services Limited Welcome A guide for new Saga Share Direct customers 1 Headline Welcome Thank Subhead you for choosing Saga Body Share text Direct provided

More information

GEPL Capital Mobile Trading App

GEPL Capital Mobile Trading App GEPL Capital Mobile Trading App User Manual Version 2.2.0.0 Document Information DOCUMENT CONTROL INFORMATION AUTHOR GULZAR KHOPATKAR DOCUMENT MOBILE APPLICATIONS VERSION 2.2.0.0 www.geplcapital.com Page

More information

E-mail Encryption. How do I send my e-mail encryption key?

E-mail Encryption. How do I send my e-mail encryption key? E-mail Encryption SecurenCrypt e-mail encryption was designed to work as a plug-in with Microsoft Outlook. The following instructions are geared toward users encrypting e-mail with Outlook. However, throughout

More information

WHAT S INSIDE? Login and Real Time Streaming Configuration. Main Menu. Stock Info. My Watchlist. Simple steps to place a buy or sell order

WHAT S INSIDE? Login and Real Time Streaming Configuration. Main Menu. Stock Info. My Watchlist. Simple steps to place a buy or sell order WHAT S INSIDE? Login and Real Time Streaming Configuration Main Menu Stock Info My Watchlist Simple steps to place a buy or sell order Check your order status Cancel / Reduce order quantity Portfolio and

More information

NON-PERSONAL SAVINGS ACCOUNT

NON-PERSONAL SAVINGS ACCOUNT NON-PERSONAL SAVINGS ACCOUNT DETAILS AMENDMENT FORM Send your completed form to: Scottish Widows Bank plc, PO Box 12757, 67 Morrison Street, Edinburgh EH3 8YJ. Telephone: 0345 845 0829. This form should

More information

INSTALLING YOUR MODEM

INSTALLING YOUR MODEM 1 INSTALLING YOUR NEW wireless MODEM Thank you for choosing Orcon In this box you ll find your new Orcon Wireless modem. Just follow the instructions below and you will soon be up and running with high

More information