Use this page to explore in more detail your DFM and get to know their background information plus obtain regular updates from your DFM on your investment portfolio.
You can view your individual DFM investment portfolio by clicking on the relevant DFM company logo below. You will then be directed to the log-in section where you will need your unique log-in details.
Click the company logos below for more information.
We understand that every DFM is different, that’s why nothing about VIP is ‘off the shelf’.
We have designed our own, bespoke system, completely tailored to the needs of our service.
Think daily valuations, up to market commentary and high quality due dilligence on market leading product providers. All at the click of a button.
Ensure you have a Vision Independent Financial Planning Adviser and a qualifying product invested with our panel of DFM’s.
Once you have signed our Vision Investment Portal service agreement, you qualify for an account.
Speak to your Adviser and let them know you are interested.
They will be able to set up your account quickly and an email should follow shortly.
First time logging in must be completed through the website, not a phone or tablet.
Once you receive an email to set up a password, please create a secure password.
After that click “Next” button.
We recommend a combination of lowercase, uppercase, numbers and special characters.
Don’t worry the app will tell you if it is not secure enough.
Once you have a secure password, we will require MFA (Multi Factor) to be set up on the account!
This is to keep you data as secure as possible.
VIP recommends Microsoft Authenticator for this. This will generate six-digit authentication code which can be used to access your account.
Review and accept Terms and Conditions.
Next, click “Accept”.
You are good to go!
Enjoy some insights from market leading experts, our DFM partners, the Financial Time and more.
Find Due Dilligence summaries on the DFM partners.
Find valuations for your policies – Please note! Where we have a up to date valuation this will be shown, if a recent valuation has not been received by a product provider, we will instead show the last known valuation amount.
