Secure Distributor Portal Linking

To view account information on Secure Distributor Portal, please complete a Secure Distributor Portal Linking Form and submit any relevant supporting documents.

Accounts cannot be linked to in Secure Distributor Portal until a valid linking form has been received along with any required Secure Distributor Portal Authority forms. Once an account has been linked reporting will start from the following business day.

To guide the process, please choose the category from the right which best describes your linking request, and you will be presented with the required documents.

If you are unsure which category to select, please use live chat and our team will advise you.

Linking Form

When completing the Secure Distributor Portal linking form, please ensure the following is completed:

- All mandatory fields (in blue) are completed where relevant to the request
- If entering multiple recipients on one form please ensure the correct email addresses are added for each of these, otherwise the form will be rejected
- One form to be submitted per Fund Group
- Send the form and any required supporting documents to This email address is being protected from spambots. You need JavaScript enabled to view it.

Secure Distributor Portal User Setup form

Access to reports is via the Secure Portal and will require each user to login with their own e-mail address and password. In order to set users up please complete the Secure Distributor Portal User Setup form. Each user will be sent an e-mail to complete the sign up process and assign their password.

Changes to Reports or Contact Details

If you want to add, remove or change the frequency of a report, or change the contact details associated to your Secure Distributor Portal Recipient, you don’t need to fill in a form. Please select Live Chat to talk with a member of the team, and instruct the change.