Registration for new & existing clients
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3 easy steps to register for My Net Wealth®

Important:
1. You will need Adobe Acrobat Reader to view the My Net Wealth registration document which will be generated at the end of the registration process.
2. It is advised that your browser cookies are enabled before continuing.
3. It is strongly recommended that you print this page for quick reference.

Step 1 - Complete the online application form

Step 1 - Complete the online application form
Complete your details taking care to ensure they are correct.         
Step 2 - Complete your personalised My Net Wealth® form

Step 2 - Complete your personalised My Net Wealth® form
You need to state whether the assets were purchased in your name; whether you have assets purchased under other names such a joint account or company; and in each instance whether you purchased your investments through us. You then need to save the details you have entered and confirm that the details are correct before printing the form.
Step 3- Send us your personalised My Net Wealth® form

Step 3 - Send us your personalised My Net Wealth® form
Note that more than one form will be printed if you entered that you have investments in more than one name. If you have not placed your investments through us, you will need information on your fund manager statements to complete the form correctly.

Sign and either fax or post your My Net Wealth® Registration Form to us.

Once we process your form we will send you an email containing instructions and your My Net Wealth® login details.

If you have not placed your investments through us however, you can expect to receive the email in approximately 10 working days as we need to arrange with the fund managers to have your details sent to us.


It is strongly recommended that you print this page for quick reference.

 

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