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What is ClientZone?

Here, clients can access up to date portfolio statements which can either be printed for study at leisure or downloaded in a form suitable for further analysis in a spreadsheet.

To enter the ClientZone, please type your username and password into the input boxes and click the 'Enter' button.

If you have forgotten your username, or have not yet applied for ClientZone access, please contact our Administration Department on 0131 243 4130 or e-mail