28 Cavendish Square, Fitzrovia, London W1G 0DB
csugentcreunion@aol.com
Smart Investment Solutions

Take control of your financial future.

Our Retail Investment System empowers individuals with the tools, resources and market insights needed to make informed financial decisions and manage their investment journey.

Investment Overview
Secure Access
Portfolio Monitoring
RIS Dashboard
Secure investment management
Holdings View investments
Performance Track returns
History View transactions
Market News Stay informed

Everything you need to manage your investments.

The Retail Investment System provides a comprehensive platform for managing investments, monitoring performance and making informed financial decisions through a single secure dashboard.

01

View Current Holdings

Access details of your Mutual Funds, Fixed Deposits, Savings Accounts, Current Accounts and investment balances under one customer profile.

02

Realised Gain / Loss

Monitor investment performance, realised gains and losses, dividend payouts and portfolio returns over the available reporting period.

03

Transaction History

View investment transactions by date, fund type, scheme or transaction category with filtering options.

04

Analyse & Compare

Compare the performance of various mutual fund schemes and identify opportunities aligned with your financial objectives.

05

Personal Watchlist

Track selected investment products and monitor their performance through a personalised investment watchlist.

06

Risk Profile Assessment

Complete a guided assessment to understand your investment risk tolerance and receive suitable investment guidance.

07

Latest Market News

Stay updated with financial market news, investment insights and economic trends through the Market News centre.

08

Secure Access

Access your investment information through the secure online banking environment.

09

Portfolio Visibility

Bring your investment information together in one convenient view for easier monitoring and planning.

Your investment information, in one secure place.

Existing Gent Credit Union customers can register for Internet Banking and gain access to the Retail Investment System and its investment management tools.

Secure Online Access
Portfolio Monitoring
Investment Insights
Personal Watchlists
Market Research
Transaction History

Explore our digital experience

Discover how digital banking and investment technology can make managing your financial information more convenient.

Modern Banking Experience

Learn more about the convenience of modern digital banking services.

Digital Investment Tools

Explore technology designed to support convenient investment monitoring.

Explore more ways to invest

Discover additional investment opportunities designed to support different financial goals and investment strategies.

Mutual Funds

Mutual Funds

Invest in professionally managed mutual funds designed around wealth creation, growth and liquidity goals.

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Systematic Investment Plan

Systematic Investment Plan

Build a disciplined investment habit through regular contributions toward your longer-term financial objectives.

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Wealth Insights

Wealth Insights

Stay informed with market updates, investment analysis and financial intelligence.

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Your financial goals deserve a smarter strategy.

Connect with Gent Credit Union to learn more about our investment services and available digital banking solutions.

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