Client / Member Services
Once you have registered for Secure Services and obtained a usernumber and confirmed your password, you may login and apply for one or more of the available services listed below (access to these services will depend on your profile and the related products or services you have with Old Mutual).
MyPortfolio
MyPortfolio provides individual investors with detailed and up-to-date information on their respective Old Mutual investments. In addition, MyPortfolio enables investors to:
- view up-to-date information on their Old Mutual contracts, customised portfolio reports, transaction statements for their investment contracts and copies of their contract documents online.
- request changes to their personal, debit order and beneficiary details, as well as request a switch between their investment funds.
Go to MyPortfolio.
Fairbairn Capital
The Fairbairn secure service offers investors a comprehensive set of consolidated online reports, including:
- Current and historical investment summaries showing the latest contract and underlying investment values with an optional asset split graph
- Current and historical transaction statements depicting all transactional activity - per contract
- Income reports with a detailed breakdown of annual and monthly income tax information
- An overview of all current personal and contact details
Evergreen Members
Members can access their Evergreen Pension / Provident Fund information online. This includes their most updated Benefit statement.
Retirement Scheme Administration
Members of retirement funds administered by Old Mutual as well as company administrators can access retirement scheme information and transact online. The relevant access will apply e.g. if you are registered for transact access you will be able to transact online.
Before you begin you may want to review the short registration guide, which covers the information you need to have at hand when registering for Retirement Scheme Administration.
Old Mutual Unit Trusts
The Old Mutual Unit Trust secure site allows clients to:
- View their full portfolio of unit trust investments
- Buy, sell, and switch units (transact access)
- Amend personal contact details
In addition, third party representatives (investment managers, guardians, someone with power of attorney) acting on behalf of another individual, may apply for access.