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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 mobi...

Username and Password Navigate to CIGP's E-Platform to agree to the terms and conditions and enter the username and password provided to you by CIGP and click SIGN IN. Click on Forgot your password? to reset your password if needed.

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...

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, Allo...

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 ...

Click on REQUEST AN ACCOUNT STATEMENT at the top of the screen to open the statement request dialog. Choose the statement's as-of date value from the list or enter a custom date. Select the desired type of statement: Account statement: portfolio performa...

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 Hold...

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...