How-to video series


How to create a list of fund favourites


How to renew fees


Family Office fee sharing


Changing beneficiaries, incomes and debit orders


How to use deal switching


How to manage your model portfolio


Ninety One Global Life Portfolio now online


Ninety One Global Investment Portfolio now fully online


How to submit a group RA contributions


How to switch investments


How to add to an investment


How to create a lead


How to make a withdrawal


How to navigate the site


How to use digital approval


How to register for online access to your account


How to onboard a new client


How to load new business


How to update your clients' personal information


How to use the portfolio analyser