content is aimed at financial advisers only and should not be relied on by
Go to the Policy level navigation on the left and select the Holdings page to view valuations. You’ll be able to:
Go to the Client Dashboard view, under ‘Details’ select ‘Update'. You’ll be able to:
For other changes, please get in touch with us. We’re always happy to help.
If you have problems generating a report, it may be because of the pop-up blockers on your computer. Clicking Temporarily allow pop-ups may solve the problem.
Find out more about the illustrations you can produce.
For each period of time you select, you can see:
Members of your team can get different levels of access to Online services. The access they get depends on their role within your firm:
To change access levels, talk to the Super Administrator at your company or
If you’re a Super Administrator, you can change access levels for everyone. Just follow these steps.
1) Click on Your Account.
2) Select Administer Contact Roles.
3) Find the name of the person whose role you want to change. Tick the box on the left of their name. Choose the role you want to give that person from the dropdown menu and click Set. If you want to add a new person then please call us on 0845 129 9993.
4) Click Save Changes at the bottom of the screen.
You’ll need to log out and then log back into Online services for your changes to take effect.
Manage and service your clients’ policies quickly and easily with our Online services.
If you’d like to register for Online services, then the first step is to complete our registration form.