The Arrow Fund

Terms of Use

These terms describe the basis on which this private client portal is made available to you.

Purpose of the portal

The portal provides access to your account records, planning tools and communication with your advisory team. It is an informational and administrative service.

No offer or advice

Nothing displayed in the portal constitutes an offer to buy or sell any security, or individualised investment advice, except as separately agreed with your advisor in writing.

Accuracy of information

Records reflect the information maintained by your advisory team at the time of display. Where you believe a figure is incorrect, contact your advisor so that it can be reviewed and corrected at source.

Illustrations and projections

Calculators and projections in the portal are illustrative only. They rely on assumptions you or your advisor enter, and actual outcomes will differ.

Your responsibilities

Keep your login credentials and PIN confidential, and notify your advisor promptly of any unauthorised access or change in your circumstances.

Questions about your own accounts? Message your advisor directly from the portal.

Message your advisor

Informational only. Figures shown reflect records maintained by your advisory team and are not an offer of securities. For account-specific questions, message your advisor in the app.