YOU ARE HERE:
HOME
/
YOUR ACCOUNT
your account.
discretionary managed portfolio service clients.
To obtain information please call your Strategic Investment Planner. Alternatively telephone the main office on 0800 028 3200 or see the contact us page.
self select service clients.
If you have taken the Self Select option you can view and manage your account online. You must have taken advice from a WEALTH at work Strategic Investment Planner and registered before you can use the service.
self select service funds available.
To see information on the funds available please click here.
Please ensure that you have read and are familiar with the online terms and conditions, which are updated from time to time, and which provide all the relevant information in relation to applying and then managing your account online.

