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about stanlib online
STANLIB Online is a self service portal that allows you to actively view and manage your clients' investments.
As a financial adviser you can complete several transactions on STANLIB Online. We have listed details of these below.
Individual investors are able to:
- View investment details
- View statements and tax certificates
- Generate and view investment graphs for their portfolio for example Asset Allocation, Sector Allocation, Top Holdings and Performance graphs
- View welcome packs for new investments
- Purchase more units in their existing unit trust funds
- Switch units out of one fund and into another unit trust, and
- Create a form that already includes their details that can be used to send instructions to STANLIB for example switches, repurchases, additional investments, ATM linking, investment updates, should they not wish to or are unable to complete this online
Financial advisers are able to view statements and reports including:
- View clients’ investment details
- View clients’ statements and tax certificates
- Generate and view clients’ investment graphs on the clients’ portfolio for example Asset Allocation, Sector Allocation, Top Holdings and Performance graphs
- View welcome packs for new clients’ investments
- View anniversary letters for clients
- Subscribe clients to various publications
- View consolidated reporting on their clients
If at any time you experience any problems or have any questions please call us on 0860 123 003 (office hours) or email us on firstname.lastname@example.org with your questions. We are always looking to improve our services to you. Please let us know if you have any suggestions or ideas.