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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...

Step 1 - 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. Select the desired type of statement: Account statement: portfolio performance, holdings and transactions journal. Income: for tax declaration purpose. ...

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...

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...

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 th...

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 em...

Step 2 - TOTP 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...

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 c...

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.

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.

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 ...

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...

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.