We have developed systems so you can generate illustrations, apply online, get valuations or review the status of all your clients’ investment plans at a glance.
Getting a Bond quote and e-Apply
Obtain multiple illustrations and e-apply for bond products.
Watch this online tutorial to guide you through the basic screen navigation, together with some useful tips to help you get the most out of the system.
Watch this online tutorial to guide you through the basic screen navigation, together with some useful tips to help you get the most out of the system.
Making bond contract enquiries
View valuations / Policy details for Legal & General bonds.
Watch this step by step guide on how to get valuation and other policy details.
Making International Portfolio Bond enquiries
View your client’s fund values online.
Getting Collectives valuations
View valuations / Policy details for Legal & General ISAs and Unit Trusts.
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We offer a range of online services across a range of products.
We offer access to funds and products to suit your clients portfolio planning needs.
Meet the experts on our Investment Helpdesk. When you have questions, they’ll find the answers.
Discover our A to Z of funds, latest prices and fund literature; get news and views on market trends.
We’ll give you support in all aspects of portfolio planning, taxation, trusts and estate planning.