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Client Resources
Client Support

We have a dedicated Client Success Team to ensure we can support our client needs in a timely and efficient manner. Our Client Success Team is comprised of skilled professionals who are committed to understanding our clients' goals and challenges. They work closely with clients to provide personalised assistance, troubleshoot any issues that may arise, and ensure that our products and services are meeting their expectations. With a proactive approach, our Client Success Team strives to foster strong relationships and drive mutual success for our clients and our company.

Your Personal Details

It is important that your personal details, such as your Proof of Address, are up to date. This is to ensure that we are able to contact you or your beneficiaries as the need may be.

Check your Details

To check if your details are correct, please email us here or call us on +23 (0) 6504068 or +27 (0) 21 201 1000.

Valuations

For an updated Valuation or Statement, please email us by clicking here. Alternatively, contact your Private Wealth Manager by calling us on +23 (0) 6504068 or +27 (0) 21 201 1000.

Payments & Beneficiaries

Please ensure that if you are receiving payment or have a beneficiary on our records, it is imperative that any and all changes are communicated to us with our stipulated notice periods. This is to ensure that we are able to make necessary changes for you and your beneficiaries most efficiently.

Request Detail Changes

To request detail changes, please email us here.

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