Existing clients can access the Personal Finance Portal by clicking the icon below. Logging in to the Personal Finance Portal allows clients to access the following:
Instant electronic policy valuations
The ability to update your personal fact find
Access to Fund Fact Sheets
Detailed Financial Overview capability
Financial X-Ray enables you to see your investments in more detail
It is worth noting that only certain companies have the ability to give “live” electronic valuations, and as such you may hold some policies which you are unable to value using the Personal Finance Portal. At the present time, the following companies will allow instant electronic valuations through our portal: Amber, AXA Wealth, Cofunds, Elevate, Fidelity FundsNetwork, Old Mutual Wealth and Old Mutual Wealth Life Assurance.