What is LM Information Exchange?

Please note: to access Information Exchange, you will need to use Windows Internet Explorer 9 web browser.

LM Information Exchange is designed to provide LM licensees/dealers, advisers and global platforms/portfolio bonds online access to information on LM investment portfolios.

Some features include:

• Snapshot of investment portfolios highlighting current balance, units, distribution and transaction history.
   

Coming soon:-
 

• Reporting services including maturities and summaries;

• Resources including PDS documents, forms, company information and marketing material.

 

 

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• What is LM Information Exchange?
• Licensee Access Information
• Adviser Access Information
• Global Platform/Portfolio Bond Information
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