To register for the Institutional Client Portal, you will need to complete an On-boarding Form
In order to set up your user account, please ensure the following items are in place on your investment account
- Account Registered Address held correctly and is up-to-date
- Coverall Renunciation i.e. Nominated Bank account details
- A Organisational Email Domain as well as alternative acceptable email domain
If you require assistance with any items mentioned above you can contact us.
Once your registration has been completed, you will be e-mailed your registration confirmation which will include setting up a password.