Investment FAQs - Help with Investing Online
How do I invest online?
How do I transfer from
one fund to another?
How do I choose funds?
How can I sell/withdraw capital?
How do I get a portfolio
valuation?
Can I invest monthly
or in lump sums?
What happens after
i invest?
How do I monitor performance?
What if things go wrong?
We have tried to think of the main questions you may have, however
if you are still unsure of anything, please do not hesitate to contact
us.
1. You must be registered and logged into our
system to invest.
It is free to register and you are never under any obligation to
invest, though when you register you will automatically have access
to your own secure client area which you can use to keep track of
your finances online. Take
a trial of the system here >>
2. Once logged in you will find numerous links such as 'Invest Now'
for example. Simply click on one of these and you will be taken
to a screen which will give you your investment
options.
3. You can choose to 'Invest in ISA', if you still have your ISA
allowance available, or 'Invest in Unit Trust', if you have used
up your ISA tax allowance for the year. Within these options you
then have the following options to help with your investment choices:
- Principle First Recommended Portfolios (based on your risk profile)
- Our Top 75 Funds
- Choose From All Funds
4. Once you have selected the investment option for you, simply
complete the necessary details and follow the instructions on-screen.
If at any point you are unsure of anything, please do not hesitate
to contact us.
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It couldn't be simpler. Just click on the link
to 'Invest Now'. Within this investment menu you will find the option
to 'Transfer or Re-register'. Simply click on this link and follow
the instructions on-screen.
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We have tried to make investing online as simple as possible,
so we have developed four easy options for you to choose from:
- Principle First Recommended Portfolios - our
fund strategists have meticulously researched and compiled individual
portfolios for varying risk profiles. Just answer 5 short questions
to determine your risk profile to find the ideal portfolio for
you or if you know your attitude to risk simply select the appropriate
portfolio.
Go to fund supermarket and invest >>
- Our Top 75 Funds - our fund experts have carefully
researched the market to find what they deem to be the best performing
funds from over 1000 available on our platform.
Go to fund supermarket and invest >>
- Choose From All - if you are confident in your
choices or maybe have a particular fund in mind this would be
the option for you. You can compare the various funds using the
charts and factsheets to view their performance.
Go
to fund supermarket and invest >>
- Transfer your Investments - when you transfer
your ISAs and investments to our platform not only do you benefit
from our discounted charges but you also have free access to our
online investment management area so you can view your investments
under one roof.
Go
to fund supermarket to transfer your investment funds >>
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Simply go to our Literature Library and print
off the appropriate form to complete and return to us. You can access
the Literture Library in a number of ways:
- Log in to your account and click on the link to 'Print Application
Form' in the centre of the screen or you will also find a link uder
'Your Investing Options' on the left hand side.
- From our main website homepage you will find a link to the Literature
Library on the left han
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One of the unique aspects of our online system
is that once you have registered, you will have access to your own
personal area. From here you can view up to date valuations of your
portfolio - somethig no one else offers! Simply log in, and click
on 'Valuation of Total Portfolio' under 'My Reports' on the right-hand
side of your home page.
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You can do either and will be given the option
of either monthly investment or lump sum investment when you are
choosing which funds to invest in.
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When you invest via Principle First, will be
allocated your own private log in area of our website where you
can value and manage your investments progress 24 hours a day, 7
days a week.
Take a test of our free investment tracking area here >>
Within your personal client area you can then buy, sell, transfer
and top-up your investments. In addition you will have access to
detailed investment research information including performance sheets,
graphs and fund fact sheets.
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You can view the values of your investments daily
via our client area, which allows you to create charts and fact
sheets so you can monitor performance easily. This is a free service
provided to all our investment clients.
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You should approach the management company if
you have a complaint. If this is not satisfactorily dealt with then
speak to the Ombudsman.
We have tried to cover as much information as possible, however
if there is something you think should be included or you require
further help please email us on info@principlefirst.co.uk or you
can request advice here 
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