Our secure site is a convenient way for you to view and manage your accounts with us.

Forgotten your password or locked out of your Online Account? Watch our video.

Securely operate and manage all aspects of your account with us.

Secure logins to the toolkit in your Adviser Centre and to your client accounts.

Manage your clients’ accounts.

Our secure site is a convenient way for you to view and manage your accounts with us.

Need help setting up your Online Account? Watch our video.

Or you can opt out.

Securely operate and manage all aspects of your account with us.

Secure logins to the toolkit in your Adviser Centre and to your client accounts.

Rebate period (or ‘charge period’ relating to the rebate on the management charge)

Is the number of days between rebate payments. We use it to calculate how much you should receive as a rebate.

The first rebate period runs from 17 February 2020 to 16 August 2020. From then on, each rebate period runs from 17th to 16th of each month.