1. Visit the portal page and click on the ‘Register’ button.
2. You will be prompted to enter your email address, that’s the one that we hold on file, which in turn will trigger an email containing an activation link to be sent to your email account. Note: The email you register with will become the email you log on with.
3. Upon receipt of the email, click on the activation link.
4. You will now be directed to a page to verify your identity, define a password and view the Terms and Conditions. Once you have done this, click on the ‘Register’ button to complete the activation of your PFP account.
5. The activation process is now complete! You will receive an on-screen confirmation message saying ‘Activation process complete’ and a link to login to your PFP account.

Personal Finance Portal or PFP is an online portal where you can view your portfolio, send and receive secure messages between your adviser and upload & store documents in a secure document vault among other features.

What you see in PFP is a representation of data that your adviser has captured in their internal system, so any information you update in PFP will feed back to your adviser in real-time!

The term “Account” is used throughout the site and encompasses all financial items, with the exception of “Policies” – reserved for Protection – and “Property” which is an umbrella term used to describe the tangible, physical property. Your portfolio is split into Assets (5 account categories) and Liabilities (3 account categories). Protection is a stand-alone category. At the moment, these categories are fixed and cannot be altered.

1. Login to PFP
2. Click the ‘Menu’ button at the top
3. Security Settings
4. Manage Sign-In Security
5. Enter your Current Password and enter your New Password
6. Press Save