The content of this site is aimed at financial advisers only.
Click here for the customer site.
It's quick and easy to manage and service your clients' existing policies online. And as their circumstances change, you can change their investment choices, whenever you want.
Through online services you
Through the fund information centre you can:
Through Back office
integration, you can get the latest valuations for your existing clients'
Go to the Policy level
navigation on the left and select the Holdings page to view valuations. You’ll be able to:
If you have problems
generating a report, it may be because of the pop-up blockers on your computer.
Clicking Temporarily allow pop-ups may solve the problem.
For each period of time you
select, you can see:
haven't already registered, then why not sign up today and gain access to your
clients' policies online.
Lines are open between 8.30am and 5.30pm, Monday to Friday.
We sometimes record telephone calls to help with training, service and security.
We're happy to help you make the most of our online tools. We'll be happy to assist with any registration, navigation, and general queries.