Information you can view and download online
- Investment information: View your statements, detailed transaction history and investment values.
- Tax information: View and download your tax certificates.
- Instructions received: View all instructions that we have received for your investments.
- Investment performance: Track your investment performance using the performance tool (for investments older than 12 months).
- Investment exposure: View your investment’s asset class exposure using the asset allocation tool.
- Fund prices: View fund prices for local and offshore funds available on our investment platform.
Instructions you can submit online
- Additional contributions: Add to your existing investment account(s).
- Switch: Switch between funds in a particular account.
- Withdrawals: Sell units from your existing investment accounts and have the money paid into your bank account.
- Debit orders: Schedule new, increase/decrease or cancel existing debit orders for existing investment accounts.
- Regular withdrawals: Schedule new regular withdrawals and change or cancel existing regular withdrawals.
- Upload documents online: Upload supporting documents such as your proof of payment or proof of your bank account for instructions submitted.
Manage your user profile online
- Update your personal details: Update your contact and address details.