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Adviser Valuation Service

At Columbia Threadneedle Investments the success of our clients is our priority. By enhancing the service we provide advisers, we in turn help you strengthen the service to your clients.

Our online valuation service for advisers allows quick and easy secure access to your clients’ investment valuations and transaction history at a time that suits you.

Key features

  • View/download/print your clients’ current total assets
  • View/download/print your clients’ transaction history*
  • Client search function
  • 24hr access

*Please note transaction history is only available from April 2011.

What do I need to get started?

In order to complete the registration process you will need the following items.

  • The FCA Firm Registration Number (FRN) that relates to your business with Columbia Threadneedle Investments.
    (e.g 123456. If you are a member of a network, this is likely to be your central network FRN).
  • Your business email address
    (e.g. [email protected])
  • The Columbia Threadneedle Agent Code(s) for any company you wish to register
    (These can be found on any communications from us regarding your clients, and usually take
    the format A1234BC or UK12345)

PDF

Print-Friendly Registration Guide
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PDF

Terms & Conditions
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Get started with your account now

Login / Register

How do I register?

1. Click here to visit the Adviser Valuation Service site and click Register.

2. Enter the Agent Code(s) for any companies you wish to register along with your FCA Firm Registration Number (FRN). If you are unsure which FRN this you should use, please contact our Client Services Team on 0800 953 0134*

3. Set up your account and request an activation code.

  • You will be asked to fill in a few simple details and create a password for your account.
  • Your Activation Code will be sent to you by email within seven working days.

4. Activate account

  • Upon receipt of your Activation Code, click the link in the email or return to columbiathreadneedle.co.uk/avs.
  • Login using the username and password you previously set up.
  • Enter your Activation Code along with any one of the Agent Codes you registered on account set up.
  • Your account will then be fully activated and you will be able to view your clients’ valuations and transaction history.

* Please note calls may be recorded. The client service team are available to take calls from 8am to 6pm (UK time), Monday to Friday