Support
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Answers to the questions we hear most — about your account, investing, fees, and documents. Can't find it here? A real person is one message away.
Account & Portal
Logging in and managing your account
Use the "Forgot password" link on the Client Portal login screen. In production this sends a reset link to your registered email — in this prototype, the login form accepts any password.
Most details — contact info, next of kin, bank details — can be updated directly from the Client Portal. Anything that requires verification, like your legal name, needs a quick check with your advisor first.
Yes. Your information is only shared with the team members who need it to serve your account, and never sold or shared with third parties for marketing.
Investing Basics
How plans and investing actually work
It depends on the goal and fund, but most individual pathways are built to be accessible from a modest starting amount. Your plan will show the specific figure once you've told us your goal.
Yes, anytime — life changes, and your plan should be able to change with it. Update it directly in the portal, or talk to your advisor if the change is a big one.
No — and we'll never tell you it is. What you'll see is a projection based on clearly stated assumptions. Markets move, and your own life will too. Think of it as a starting point for a real conversation, not a prediction.
Fees & Documents
What things cost, and where to find the paperwork
Statements, KIIDs, and Information Memoranda are all available from the Client Portal, and formal disclosures are listed on our Legal & Disclosures page.
Yes, always, before you commit to anything. If a fee structure is hard to explain plainly, we consider that a problem with the structure, not with your understanding.
Nabo Capital Limited is regulated by the Capital Markets Authority. Details are available on our Legal & Disclosures page.
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