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Our online service

As well as being able to talk to us or email us you can also have direct access to your investment details online.

Our Online Customer Centre (OCC) offers:

  • Current and back-dated valuations of your investments
  • Access to online copies of all your regular statements and other documents
  • A place to manage and update your address and contact details
  • The ability to change your choice of funds, or rebalance the proportions of them (we will always recommend you seek financial advice before making changes to your fund choice)
  • Online options to request top-ups and withdrawals – this option may not automatically be available if you have a financial adviser, but can be switched on for you if needed

Registering for online access

When you register for online access you will be asked to provide a form of identification. This is because the online system is designed only to allow access to the investor (or a trustee or Power Of Attorney).

So before you start your registration make sure you have either your passport, driving licence or an electricity bill with you – you will be asked for an identifying reference number from whichever of these you have.

The security system will send you a reference number by text message to the phone number you enter when you register. 

Click here to start your online registration.

Looking for something more specific?

We’re here to help. So, if you can’t find what you’re looking for, please get in touch and we'll do our very best to help you.

Contact us