Upload your investment documents to receive your personalized fee analysis
Upload document(s) listing your investments and the amounts in each investment. These will be available on your provider's website, usually in a section called Documents, Statements or Annual Statements. We accept PDFs, photos, Excel files and most common document types.
Drag & drop files here, or click to browse
PDF, Excel, Word, JPG, PNG, files up to 100MB each
Upload document(s) showing your costs and charges. These will be available on your provider's website, usually in a section called Documents, Statements, Annual Statements or Costs & Charges Disclosure. These may already be included with other documents listing your investments.
Is there any other information you would like to tell us about your investments, your investment providers or their costs, charges and fees? When was the last time you met your investment manager or financial adviser? Have all the costs of your investment service been made clear to you? Is there an issue with your provider that might have affected your investments?
Important Notice
Your documents will be securely processed and analyzed by our experienced team. We'll respond by email with a quotation for your investent health check.