E-Platform

After inputting your username and password in step 1, you will need to input a one-time password (OTP) from your 2FA-registered device to continue with the sign in process.

Refer to this page if you need to register or re-register your 2FA device

Open the authenticator app on your registered device and locate the entry for CIGP E-Platform

Example: Microsoft Authenticator

Input the code in the E-Platform login page and press Verify

Do not input any space character.

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Sign in - Video Tutorial

Refer to the video below, available on Youtube or for download, to obtain detailed instructions on

how to navigate to CIGP's E-Platform;
how to use Authenticator app code for login; and
how to login.

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2FA Method Registration

Access to CIGP's E-Platform is protected by time-based one-time password (TOTP) 2-factor authentication (2FA).

On your first connection, you will be required to register your mobile device to provide one-time passwords to login successfully.

Register your mobile device

The instructions below describe the registration process with Microsoft Authenticator. However the system is also compatible with other "Authenticator" apps available in your app store such as Google Authenticator or LastPass Authenticator.

After entering the username and password provided by CIGP, you will be redirected to the 2FA device registration page.

Follow the link provided to install the Microsoft Authenticator app if you haven't already and scan the QR code with the app to register your account.

Once this is done, you will be redirected to a new page to input the 6 digits TOTP.

Register a new mobile device

Please contact your CIGP Relationship Manager if you wish to register a new device for 2FA.

Your Relationship Manager will let you know when you can attempt to log in again and restart the registration process with your new device.

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2FA Method Registration - Video Tutorial

Refer to the video below, available on Youtube or for download, to obtain detailed instructions on

how to install an authenticator app on your mobile;
how to navigate to CIGP's E-Platform; and
how to register the authenticator app for first time use.

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Reset Password

Follow the steps below to reset your password. You will need to have access to your email address and registered 2FA device.

Click on Forgot your password?.

Enter your registred email address and press Send verification code.

A six digits verification code will be sent to your email address. Enter the code in the field and click Verify code.

Click Continue.

Enter the code from your 2FA authenticator app and click Verify.

Enter your new password, confirm it and press Continue. You will be redirected to the login page.

User your new password to log in.

Account Summary

Application Header

Account Information

Shared accross the application, the header section displays informations related to the selected account:

Reference currency
Inception date
Mandate type

Data selectors

Account selector

If you have access to multiple accounts. you can use the account selector dropdown menu to switch between these.

Currency selector

As-of date selector

Use this datepicker to display positions data as of a specific date on the account summary and holdings pages.

Account Summary

Request an Account Statement

Click on REQUEST AN ACCOUNT STATEMENT at the top of the screen to open the statement request dialog.

Select the desired type of statement:
- Account statement: portfolio performance, holdings and transactions journal.
- Income: for tax declaration purpose.

For account statements, select the statement's sections to be include.

You may tick Remove identification details to remove all mentions of the account number on the statement.

Choose the statement date value from the list or enter a custom date.

Select the desired start date for the statement's transactions journal from the list or enter a custom date.

Click on REQUEST.

Your request will be submitted to CIGP and you will be contacted shortly.

Account Summary

Allocations

At the top of the accounts summary page is the allocations section, displaying:

The total AUM of the selected portfolio, in the selected currency, as-of the selected date,
The number of investments in the selected portfolio,
Allocations by asset classes,
Allocations by currency

Allocations are displayed in percentages by default. Hover on the pie chart to view an allocation in value.

Account Summary

Top Holdings

After allocations is the Top holdings section, displaying the 6 largest holdings of the selected portfolio by market value as-of the selected date.

For each holding the list displays:

The name and ISIN of the investment,
Its share of the portfolio,
Its price (in the security of the investment),
Its market value (in the selected currency and in the currency of the investment),
The performance since acquisition of the investment

Holdings

View Holdings

The Holdings view displays the list of holdings of the selected portfolio and their price and market values as-of the selected date.

Holdings are grouped by asset class. Use the chevron icon next to an asset class to expand or collapse the group.

Columns

Holdings data available include:

The name and ISIN of the investment,
Its asset class,
Its currency,
The quantity / nominal,
The unit price and market value in the currency of the investment,
The market value in the selected currency,
The performance of the investment (see below)

Performance

Use the performance selector dropdown menu to display the performance of the investment for a specific period. By default, the performance since acquisition is displayed.

Sorting and Filtering

Sorting and filtering is supported on all columns except for the market value in selected currency and performance.

Exporting and Printing

The list of holdings can be printed and exported to Excel, CSV and PDF.

Transactions

View Transactions

The Transactions view displays the list of transactions of the selected portfolio.

Transactions are grouped by currency and displayed in tabs.

Use the date-range selector to display transactions for a specific period (defaults to the month before the selected as-of date).

Columns

Transactions data available include:

The trade and settlement dates,
The type and description of the transaction,
The debit or credit value in the transaction's currency,
The account balance

Transaction Details

Click on the chevron icon to expand and collapse the details view of a specific transaction.

Sorting and Filtering

Sorting and filtering is supported on all columns except for trade date, settlement date and balance.

Exporting and Printing

The list of transactions can be printed and exported to Excel, CSV and PDF.

Transaction Confirmation

Click on the download icon button next to the Trade Date column to download the official transaction confirmation as a PDF.

Documents

Click on Documents to open the documents sharing page where you can access various documents shared with you by CIGP, such as accounts monthly statements.

At the top of the page you will see a list of unviewed documents (if any). Click on a document's name in the list to navigate to its container folder. You can also click on Mark all as viewed to mark all documents as viewed and clear the list.

Below the list of unviewed documents is the document files manager window. Double-click on a folder to open it or use the navigation path to return to the previous level.

Unviewed files and folders containing unviewed files are displayed in bold.

Right-click on a file or select it and click Download to download a file and mark it as viewed. You may download a file again in the future.

You may only download individual files. Downloading entire folders is not supported at the moment.

Messages

Click on Messages to view messages from CIGP. These may be notifications of new documents or other custom messages. Unread messages appear in bold.

Click on a message to view it.

You may click on the red bin icon to delete a message or click CLOSE to mark the message as viewed and go back to the list.

Market Information

Indicative Time and Fiduciary Deposit Rates

You may click on menu Market Information > Indicative TD Rates to view a list of indicative time and fiduciary rates for various currencies.

Click on Download PDF to obtain a consolidated view of rates for all currencies in one PDF document.

Troubleshooting

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Password field disabled

Make sure to check You agree to CIGP's Terms and Conditions to enable the password field.

Password forgotten

Click on Forgot your password? under the password field and follow the instructions. You will need to verify your registered email address and your 2FA device to complete the reset process. Please refer to this page for detailed instructions.

Invalid code from the 2FA device

Ensure that you use the 6 digits code for the CIGP EPlatform entry in your authenticator app, especially if you have configured many codes for different systems.

A code may only be used once, so if a new verification is needed it is necessary to wait until the current code expires and is replaced by a new one.

Need to re-register the 2FA device or register a new one

Please reach out to your relationship manager to register your 2FA device again or to register a new one.

Need to update your registered email address

Please reach out to your relationship manager to update your registered email address.

Troubleshooting

Content

Profile configuration in progress

It may take a few hours after you receive your credentials before your account is fully configured. During that time you may see the following warning message after logging in:

The configuration of your profile is in progress.

Please try again later or contact your relationship manager if the issue persists.

Please reach out to your relationship manager if the message persists for more than a day.

Empty holdings or transactions pages

If the holdings and/or transactions pages appear empty (with a message No records to display) after logging in, verify that you have selected a valid portfolio and as of date in the upper right corner. If that is the case, please refresh the page by pressing F5 (on desktop) or "pull to refresh" (on mobile).

Please reach out to your relationship manager with a screenshot of the application if the issue persists.

Troubleshooting

Page stuck on "Initializing the application..."

If the page remains stuck on Initializing the application... and the loading indicator doesn't move after one or two minutes, try to clear the cache of your web browser with the instructions below. Alternatively, you may try from another web browser or from a private window.

Please reach out to it-support@cigp.com if the issue persists after clearing the cache.

Microsoft Edge:

Open Edge and click on the three dots (menu) in the top-right corner.
Select Settings.
Go to Cookies and site permissions.
Click on Manage and delete cookies and site data.
Select See all cookies and site data.
Use the search bar to find cigp.com.
Click on the arrow next to the site name to expand the details.
Click the trash bin icon to delete the data for that site.

Google Chrome:

Open Chrome and click on the three dots (menu) in the top-right corner.
Select Settings.
Go to Privacy and security.
Click on Cookies and other site data.
Scroll down and click on See all site data and permissions.
Use the search bar to find cigp.com.
Click on the trash bin icon next to the site name to delete its data

Safari (iOS):

Open the Settings app.
Scroll down and tap on Safari.
Tap on Advanced at the bottom.
Tap on Website Data.
Use the search bar to find cigp.com
Swipe left on the site name and tap Delete to clear the cache for that site.

Safari (Mac):

Open Safari and click on Safari in the top menu bar.
Select Preferences.
Go to the Privacy tab.
Click on Manage Website Data.
Use the search bar to find cigp.com
Select the site and click Remove to clear the cache for that site