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
