Provider Portals & Contact Points
Did you know?
All your portfolio information is already in your inbox. You are welcome to request that we have it sent to you again. Below a note on when portfolio information is sent.
- Insurance: Policy schedules are sent by the provider annually at your policy anniversary, as well as after every change.
- Investments: Statements are sent by the provider either quarterly or annually, depending on the type of investment.
- Health Cover: Benefit information and updates are sent by the provider in the last quarter of each year.
If you don't know which providers you have in your portfolio, please contact us.
| Providers without client portals (email request, see note below) |
|---|
| BrightRock |
| Bidvest Life (FMI) |
| Zestlife |
| Stratum |
If clicking on the provider above does not open an email for you to edit & send, please follow these instructions instead:
i) Hover over a provider's name to display their email address.
ii) Address an email to the relevant provider above (and cc: hello@mcwalter.co.za).
iii) Send the following email to them: "Please send me a copy of all my insurance policy documentation. My ID/passport number: _____________ ."
| Legacy offerings |
|---|
| Bestmed |
| Sanlam Gap (KaeloXelus) |