Somerset Smith Partners > Notice to Existing Portfolio System Users

Notice to Existing Portfolio System Users

Please note that our service provider has withdrawn their support for the web-based portfolio service funded by Somerset Smith Partners and provided in the past at no cost to its Internet site visitors.

As price feeds are no longer received and valuations no longer updated, it is recommended that our Internet portfolio users make a note of all the information they may have recorded on this portfolio service as to their holdings of securities, specifically noting the share codes and quantities.

(Please note that this information was known only to the Internet user and that both the service provider and Somerset Smith Partners did not maintain or record any of these details.)

Then use this information to transfer your records to an alternative system of your choice.

 

Suggestions for alternatives include:


(1)    The non-web based portfolio review system provided by Somerset Smith Partners to its clients with quarterly or semi-annual reporting at a cost of 0.3% of the NZD value of the portfolio (minimum $300 p.a.).  Portfolio valuations are generally printed and posted but may also be delivered via e-mail.
(2)    There are also web-based News Service Providers that provide watch list facilities.  Suppliers include Google Finance, Yahoo Finance, Financial Times and Bloomberg Finance.  Costs depend on the services requested and may vary between suppliers.

To login and review your existing portfolio data please go here

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To login to your Portfolio Management area, please go here

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Somerset Smith Partners is an NZX firm with offices in Napier and Havelock North.

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