Online policy services - (non self-invested)

Once registered, you can do all this and more at your convenience:

• Access your adviser charge statements up to a week early - every Wednesday, even before the payment has reached your account.
• Get your clients' latest policy values in an instant - drill down into holdings and download reports.
• Access the fastest route to submit policy change requests - for fund switches, new investment instructions, changes to drawdown payments, and new client bank details.
• Check your clients' policy transaction history in a few clicks - quickly check a transaction has gone through, scroll though all transactions over the last 12 months and download a report. 
• Get policy summary reports in an instant - download PDF reports that you can email to your clients or print in advance of your meetings. 

It's easy to register for online services. All you need to do is:

• Check your firm has completed an electronic access agreement as part of our terms of business
• Click on the link below - it will only take a couple of minutes

 Register here