Are Online Fund Platforms Secure ? - PowerPoint PPT Presentation

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Are Online Fund Platforms Secure ?

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Here is how online fund platforms are secure. Kindly refer out the document and know revenue-based financing companies are safe as a funding platform – PowerPoint PPT presentation

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Title: Are Online Fund Platforms Secure ?


1
Are Online Fund Platforms Secure?
2
An online fund platform is a tool that provides
an investor online access to thousands of funds
via several hundred fund houses. These state of
the art systems provide a very secure tool for
both novice and experienced investors alike. Once
a prospective investor has conducted a detailed
research on the type of mutual funds they want to
invest in, the option of opening an online
investment account is available. The information
required here is to satisfy anti money laundering
requirements by regulators these include client
personal details such as age, date of birth,
nationality and proof of address. The bank
account is then linked to the investment account
so that the investor can in the future remit
additional money for further investment.
3
The information is secure, they have an ongoing
commitment to ensure that investments can be
placed in as secure an environment as possible.
By adopting the latest online security
technology, customers can perform transactions
with complete peace of mind. Secure socket layers
(SSL) are provided with at least 128 bit
encryption, this means data transmitted via the
internet is encrypted which in turn prevents
third parties from stealing your
information Online fund platforms provide
investors with separate managed accounts these
are accessed via a secure login and password
system which is only accessible to the client.
Once logged in the client has an array of
investment options at his disposal, these can be
combined to create an individual portfolio. The
information about an investor's personal
portfolio is only accessible to him.
4
Online fund platforms have been created to offer
individuals complete transparency, any initial
entry fees are clearly made as well as dealing
fees. The mutual fund fact sheet offers further
information on the funds individual annual
management fee and any other associated costs.
One important feature of some platforms is the
ability to search and rank funds based upon their
annual management fee, in this way you can find
the market performers that offer best fund fee
structures too. Once an investor has a portfolio
of funds he can track performance on an adhoc
basis and he will also receive a monthly report
showing all key points of interests, The report
will show monies invested, at what purchase
price, the price now and the actual gain on the
investment, full page fact sheets on any holding
are available via the secure fund platform.
5
Fund managers and other professional fund
investors carry out several functions to ensure
the success of mutual funds the online fund
platform enables investors to review all the
transactions carried out, the portfolio
valuations, the performance of investments, the
specific asset allocation and any tax
issues. Through an online fund platform, an
investor can easily perform any actions they
want. It is possible to buy and sell funds
online, change portfolios or change the
investment capital. In case an investor wants to
close their account online due to emergency or
other reasons, the process can be done diligently
within just a few days. In case of redemption, an
investor can apply for the amount requested and
receive a money transfer or direct transfer to
the bank depending on where the bank is located.
All these transactions are only accessible to the
investor as they are carried through a very
secure online fund platform. The online fund
platform is indispensably secure.
6
Contact
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