Get in Touch with us

  • Sign up and register an account on this website by choosing register on the menu option
  • Provide debit order details for payment
  • Once the account is open
  • You will need to fill in a form to advise of your POA/family members that you would like to appoint as managers of your portfolio
  • Identification of the appointed person will need to be provided
  • We will provide an organised folder structure for ease of reference
  • You can then access your portfolio and upload your documents
  • Maximum 20 docs at 20MB each in these formats





 

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