Investors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
Chris joined Pendal as an equity investment specialist in 2014, with industry experience going back to 2000 across Sydney, London and Hong Kong. He works closely with Pendal’s Australian Equities team and provides the link to their views and insights on the outlook for Australian equity markets and portfolio positions. He also works with emerging market, Asian and global equity teams, drawing on thirteen years in working in offshore markets. Prior to joining Pendal he spent eight years as an equity portfolio specialist with BlackRock and then HSBC Global Asset Management. He is a CFA Charterholder.