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, but you can also acquire it yourself using the guide table further down this page. 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 with client portals (account login) |
|---|
| Allan Gray |
| Ninety One |
| Glacier |
| Glacier International |
| Standard Bank International (SBI) |
| INN8 (Stanlib) |
| Sygnia |
| Capital International Group (CIG) |
| Discovery / Discovery Health |
| Momentum |
| Liberty |
| Sanlam |
| Old Mutual |
| PPS |
| Hollard |
| 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: _____________ ."