Instead of adding your Holdings manually, you have the option to upload selected Asset Classes using a CSV file.
Start by clicking on “Upload CSV”, and download a template to fill in. In the template, you will need to make sure some fields are populated correctly:
- Class (see list below)
- Type (see list below)
- Currency (see currency symbols).
Please make sure dates are inputted as dd/mm/yyyy.
FUNDS, BROKERS & BANKS
Private Equity Funds
Venture Capital Funds
Cars & Boats
Jewellery & Watches
Private Company Shares