You can add single contributions to both My : Savings Strategy and My : Investment Strategy accounts at any time. The process can be completed entirely online or via a signed application form.

Go to the “Accounts” tab on the left-hand panel and select the relevant account.

Click the blue “Add” button in the top-right corner and choose “Single Contribution.” This will open a draft transaction.

The account holder’s information will auto-fill based on what was submitted at account opening. These fields are locked. If any updates are needed, please contact our team directly.

The adviser must review and confirm all required KYC information, including the origin of the new funds.

Specify the effective date and total contribution amount. The previously selected payment method will display by default but can be updated if necessary.

Use the rebate icon at the top right to choose a 50% or 100% commission rebate. This reduces product fees for the client proportionally.

Click “Add Fund” to select from the available fund list. You can include up to five funds. Make sure the total allocation equals 100%.

Once complete, click “Send to Client.” The client will receive an email notification and can review and digitally sign the transaction.

After the client signs, the request is automatically sent to our Compliance Team for review and final approval.