Your Portfolio

This page now allows you greater access to all your documents. Please note the changes.

To enhance the usefulness of this portal for you, you can now access any of the documents Summerhill Financial Services has sent to you, as well as your portfolio. For example, you can get copies of letters, portfolio reports, term-deposit statements and so on. As with any documents we have in your file, these are handled strictly according to National Privacy Principles, established under the Privacy Amendment (Private Sector) Act, 2001. Should you have any questions, please contact us.

>> Log in to your portfolio