How do I access Funderbeam Investments in LHV Bank?

Funderbeam and Estonia’s LHV Bank, reached a working partnership that allows Funderbeam investments to be displayed through the alternative investment section of the online bank portal. This allows for a simple way to view and compare your Funderbeam portfolio with aspects such as value, change from purchase price and market price displayed.

 

What will be displayed in LHV?

LHV has adopted a consolidated view to display your 9 largest Funderbeam investments individually and the rest of your investments are consolidated together in the ‘Other positions’ row. 

The following details of your investments will also be shown:

  • Quantity shows the number of units in the given instrument. 
  • Purchase Price shows the weighted average acquisition cost per unit. 
  • Market Price shows the last Funderbeam trade price per unit. (Purchase Price and Market Price are shown in the original currency of the instrument, e.g. GBP, EUR etc.)
  • Change shows the amount of profit as a percentage of the acquisition price.
  • Profit shows the difference between market value and the acquisition price. 
  • Market Value shows the value of the entire position. (Profit and Market Value are always shown in euros.)

 

Additionally, your available cash is shown with your cash balance in euros, without considering potential reservations. This therefore does not show any funds set aside for trades or pending investments.

You can start the process of adding the account through your LHV account. Their FAQ on how to add this view can be found here.

 

Removing Access

At any moment of time you can revoke the access granted for displaying your data in LHV internetbank. It can be done either in the LHV environment or your Funderbeam settings page. 

The information about the investment opportunities profiled on this website is provided for general information and marketing purposes only and should not be considered an invitation or inducement to engage in any investment activity. Complete and comprehensive information about an investment opportunity is only available only to investors who have been approved by a Funderbeam group entity.

You should ensure you carefully read the Risk Disclosure Statement before deciding to proceed with any investment or transaction, including making a purchase of securities via the Marketplace. Funderbeam has taken steps to ensure that company and securities offering information is clear, fair and not misleading in accordance with its internal verification procedures. Funderbeam does not provide investment advice or any recommendation to invest. Any investment opportunity on this website should not be considered as an offer to the public and is not directed at or offered to anyone to whom it may not be so directed or offered, or located in a jurisdiction where it is unlawful to do so.

This page provides you with an overview of the services provided by different entities belonging to Funderbeam Group. In this page, we generally refer to the group as “Funderbeam”, “we”, “us” or “our”.

It is important to note that funds are raised, investments are made and trade orders are placed through three investment firm service provider entities: Funderbeam Markets AS (FBAS) (authorised and regulated by the Estonian Financial Supervision Authority under permit 4.1-1/212), Funderbeam Markets Limited (FML (authorised and regulated by the UK Financial Conduct Authority under FRN 794918), and Funderbeam Markets Pte. Ltd., (FB Pte) (licensed and regulated by the Monetary Authority of Singapore under Capital Markets Services (CMS) license CMS100863). FBAS and FML are MIFID investment firms.

A Funderbeam client (whether investor or company) is a client of the service provider and under the protection of the requirements of the regulator under which that service provider operates: An EEA client’s service provider is FBAS, a UK/ non-EEA/ non-Singapore client’s service provider is FML, and a Singapore client’s service provider is FB Pte.

The Marketplace is operated as an organised market by Funderbeam Markets Pte. Ltd., in Singapore as a Recognised Market Operator (RMO) under the supervision of the Monetary Authority of Singapore. FBAS and FML are Trading Members of the RMO’s Marketplace. Access to the Marketplace for EEA and non-EEA clients is only provided by and through such clients’ service provider (ie FBAS or FML). The Marketplace does not provide services directly to investors outside Singapore.

With respect to any securities or investments offered by a US domiciled Fundraising Company, by visiting this site you confirm you are not a US resident or US person (as defined in Regulation S of the U.S. Securities Act of 1933) and you understand and agree that you are not acquiring any Investments for the account or benefit of any such US resident or US person. No investment opportunity in a US domiciled Fundraising Company is directed at US persons.