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As a subscriber, you will have full access to

• " all historical Upper Quartile reports - back to June 2002;
• opportunities to get specialist reports from fund managers;
• " graphing of Upper Quartile Factors.

The graphing of Upper Quartile Factors is useful in reviewing market trends and historical overlays of various types of funds, in differing time frames. You can review the 'breakout' point for upper quartile rankings when comparing categories and make other timely comparisons.

If you request the free sample report (by completing the form on the right hand side of this page), you will get access to the graphing facility of Upper Quartile Factors and be able to view and save other public information. Apart from the sample report, you cannot access other Upper Quartile reports, which are retained on the Website for historical purposes. That access is exclusively for subscribers.

As a matter of Website integrity and security, the current month's report is not visible even in the Member's report section until it is at least 30 days since it was published. This protects the integrity of recent subscribers, who have the report sent to them on a personal basis when they subscribe for the first time.

How to get full access

Subscribing is very easy. Simply complete the form on this page and respond to the email that will be returned to you, within a few minutes of your initial contact.

When you subscribe in your own right or apply to create a new account for a group of advisors, your request will generate a form of agreement. Please print, sign and fax back to Upper Quartile your agreement to comply with the Terms and Conditions of our service.

Click here to read the Terms and Conditions, if you haven't already done so.

When your fax has been received, Upper Quartile confirm approval (or otherwise) of the set up of your new account. You will be emailed with your password (which is system generated and cannot be changed). Your user name (to log in) is always your email address, which (along with your password) guarantees your mail will be delivered to your registered email address.

NUG: When the NUG is approved, you will be able to subscribe and approve other subscribers for your own Negotiated User Group and all invoicing for subscriptions for that NUG will be delivered to the email address of the NUG Administrator.

If you are subscribing to Upper Quartile Time Saving Funds Analysis through an AFSL Holder or a Negotiated User Group who has agreed to pay your subscription charges, you simply need to complete the subscription request and use the correct identification number for the Group you intend to join.

When you register, your request will be submitted to the Administrator of the NUG you applied to join. Your subscription will not be active until the Administrator has approved your request. Some AFSL Holder Groups and Accountancy Firms have a number of Negotiated User Groups in different locations. If you are responding to a special offer, please ensure you enter the promotional code.

Your request will be acknowledged and sent directly to the NUG Administrator, who will accept (or reject) your request. This is actioned only by the Licensee/ NUG Administrator.

Immediately the Licensee/NUG Administrator confirms (or rejects) your request, you will be advised and their acceptance will grant you full access to the site. Invoices for your subscription fees will be directed to the Licensee/NUG Administrator and their subscription rates will not be disclosed to you.

Upper Quartile has an excellent policy to accommodate any necessary changes in sponsorship due to changes in location, business structure or professional activity. Please refer to our Pricing Policy.

Upper Quartile acknowledges that some or all of the data used to generate its reports may have been sourced from FPI Ltd and/or Morningstar.
Please refer to the Conditions of Use statements in this website regarding the use of this data.