Intermediary Services
Once you have registered for secure services and obtained a user number and confirmed your password, you may login and apply for one or more of the services below.
MyClient
MyClient enables you to view a client's consolidated Old Mutual portfolio. PFA SA, PFA Namibia, Broker Distribution SA, Broker Distribution Namibia, Group Schemes and Private Wealth Management intermediaries may obtain access.
Healthcare
View completed quotations, new quotations, pending applications and new business applications. Access medical aid information, savings account balances, claims processed and claims paid.
Fairbairn Capital
Brokers, Personal Financial Advisers and Private Wealth Management Consultants get access to portfolio information for all their Fairbairn Capital investors.
Gateway
The Intermediary Toolkit provides you, the Intermediary, with a single point of access to tools and information that will assist you in managing your business.