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