Register through your broker.
Use the relevant broker FSP relationship and provide the details required for onboarding.
Client Portal / 02
Your broker relationship,
within reach.
A focused digital place to register, request a policy amendment, access relevant files and respond to documents from your broker.
Enter Client Portal ↗
Client PortalConnected to your broker
01
Broker-linked registrationYour relationship starts in the right place.
✓02
Take the next actionRequest, review or access.
→03
Your broker follows upThe relationship stays human.
DESIGNED FOR CLARITY
No maze of forms. No guessing what comes next.
The Client Portal focuses on clear, deliberate actions. My Personal Broker supports administration around your insurance relationship; it does not replace your broker, insurer or regulated advice.
The client journey
Four moments, thoughtfully connected.
Describe what needs to change.
Submit structured add-item or remove-item information for broker follow-up.
Open and understand.
Read an assigned document and accept its terms before any signature action is available.
Act deliberately.
Choose to sign, creating a clearer record of the action taken in the portal.
Android app
Closer, wherever the day takes you.
The My Personal Broker Android app is launching soon.