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Change of Adviser Form Date//Section 1: Investor details Investor number Account resection 2: Adviser details By filling in this section, you consent to give the financial adviser access to your investment
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Log in to your ESP AIM portfolio service account.
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Select the 'Portfolio' tab from the top menu.
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Click on the 'Fill out' button next to the portfolio you want to complete.
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Follow the instructions provided on the page to enter the required information for each section of the portfolio.
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Who needs esp aim portfolio service?

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ESP AIM portfolio service is designed for investment professionals, financial advisors, and portfolio managers who want to efficiently manage their client portfolios.
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It can also be useful for individuals managing their personal investment portfolios and seeking a comprehensive tool to track and analyze their assets.
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The ESP AIM Portfolio Service is a specialized service designed to help individuals and entities manage and report their investment portfolios in compliance with regulatory requirements.
Entities and individuals who have investment portfolios subject to regulatory reporting requirements are required to file the ESP AIM Portfolio Service.
To fill out the ESP AIM Portfolio Service, gather required financial data, complete the specific forms provided, and ensure all information is accurate and submitted through the designated platform.
The purpose of the ESP AIM Portfolio Service is to ensure transparent reporting of investment activities, facilitate compliance with financial regulations, and provide a comprehensive overview of investment performance.
Information that must be reported includes details of investments, transaction histories, asset valuations, and any applicable financial metrics as stipulated by the regulatory authority.
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