Updated Articles

  1. How do I research Stocks and Shares ISA - Alternative Investment Market?

    You can now filter Stocks and Shares ISAs by contracts that allow for investment in the Alternative Investment Market. Start by navigating to the Investment Tab Select ' Stocks and Shares ' from under ' Individual Savings Accounts '. Ente...
  2. How do I select a Product Area to Research?

    The Synaptic Research home page provides access to a number of areas. The software will always open on the Home  tab, containing news about products, companies and information on Synaptic products and training. The following seven tabs will give yo...
  3. Do you have any browser hints and tips?

    Security, privacy, and pop-up window settings The Browser configuration section describes the browser settings which are required in order to be able to use Synaptic Research. Printing The best way of printing pages in the software is to use ...
  4. Do I need to configure my browser to use Synaptic Research?

    Synaptic Research should normally not require you to make any changes to your browser configuration. For example, it should be possible to go into pretty much any internet cafe, type in the software’s URL, and start using it. There are no component...
  5. Is bid-to-bid used for the data on your factsheets?

    Figures used in fund factsheets in Synaptic Research are on a bid-to-bid basis. Figures used in product research – i.e. for ranking etc. –are on a bid-to-bid basis. Ranking calculations take account of annual management charges only.  Bid-Offer s...
  6. How is the annual premium graph calculated?

    The monthly premium graph shows the performance of a £1,200 annual investment into the fund(s) over the chosen time period. The graph obviously shows an upward spike in value every 12 months when a new premium is invested. The illustrative value...
  7. How is the annual performance graph calculated?

    The annual performance graph shows the fund’s performance in each discrete 12-month period to date. It is similar to the graph which is included in fund factsheets, and meets the FCA’s requirements for fund advertising (though this regulation only a...
  8. How do I create shared research for other users to import?

    Preset criteria , as described above, allow compliance officers to enforce their minimum requirements – e.g. that all recommendations of personal pensions must include PPI. The system’s sharing functionality is different: it provides a way for com...
  9. What data is within contract factsheets?

    A contract factsheet shows all the information which Synaptic records about a contract. It consists of some or all of the following sections – some sections are not applicable to some types of product. Special   offer Any special offer current...
  10. Can I view field definitions and contract notes?

    You can view a definition of a field by clicking the right mouse button over a field name and choosing Show definition  from the pop-up menu. Notes about contracts can be viewed in two ways: Right-click over a contract name in the grid and choose...