Products and Services

This screen provides a detailed picture of the following products and services.

• SIMA Accounts
• Repurchase Agreements
• Indexed Products
• Guaranteed Investor Plans
• Bonds
• Stocks
• Unit Trust Holdings

• Quick Links E-Advice / E-Statement

  This screen is for you to view your statements electronically.

  Process Options

  • Select either E-Advice or E-Statement.
  • Document Type: Select the type from the list.
  • Period: You can select from the pre-defined list of periods, or to select your own Date From and Date To select User Defined.
  • Click Search.
  • Your statement will be displayed, you can download your statement in PDF format. To read PDF files you need adobe, if you don't have it installed, you can download it free from www.adobe.com.

Product Transaction History - Quick Link

This screen provides a history of your products.

Process Options

• Product: Select the product from the list.
• Period: You can select from the pre-defined list of periods, or to select your own Date From and Date To select User Defined.
• Once you have made your selection and clicked Search, your selected criteria will be retrieved by the system.
• You can Print or Save the details by clicking on the print and export icons.

Request Purchase Investment - Quick Link

This screen allows you to apply for a service request.

Process Options

• Request Type: Select either Equity Order, Bond Trade Request or Unit Trust Order.

Equity Order

• Transaction Type: Select from the list.
• Amount in Units: Enter the amount in units.
• Currency: Select the currency.
• Stock Name: Enter the Name of the stock and the stock id, if known.
• Special Instructions Options: Select either Any Part, All or None.
• Payment Method: Select the payment method.

Bond Trade Request

• Transaction Type: Select from the list.
• Amount: Enter the amount.
• Security Name: Enter the Name of the security and the security id, if known.
• Special Instructions Options: Select either Any Part, All or None.
• Payment Method: Select the payment method.

Unit Trust Orders

• Transaction Type: Select from the list.
• Total Amount: Enter the total amount.
• Fund Name: Enter the Name of the fund and the fund id, if known.
• Payment Method: Select the payment method.

Submit Your Instructions

• Click Back to return to the Products and Services Screen.
• Your application will be forwarded to the bank by a secure message, you can view your application from the Messages Sent box.