In an environment of surprises and unknowns, many clients are anxious about the volatility and in some cases negative returns of their investment portfolios. In the pursuit of real inflation beating returns, the South African Fixed Interest market currently offers some attractive opportunities at considerably lower risk than most other asset classes. The Mi-Plan Enhanced Income fund…
The Clients page provides a list of the User’s clients. Clients can be created and edited. Mandates can be uploaded and all the client’s mandates can be viewed by clicking the Mandates for Client button. Click here for help on how to upload mandates. To view clients on the “Clients” page you will first need to select…
The Mandates page is separated into three sections detailed below.
The Mandates For Clients page can be accessed through the clients page once you click the “View Mandates”icon.
There are numerous pages within Mi-Gateway that has the option to upload a mandate. Follow these steps to upload a mandate:
The Documents page in Mi-Gateway has a structured tree that displays a Users fact sheets and mandates.
The “Index was out of range” error is a common error when trying to run the Mi-Plan Desktop application for the first time. It is due to not installing SQL server compact edition on your device.
Mi-Gateway manages the life cycle between brokers, their clients and Mi-Plan. It is a secure web application that allows financial documents to be downloaded and stored.
A broker’s client can be invited to register on Mi-Gateway so that they can view their documents and edit their personal details. Follow these simple steps to invite your clients to register on the Mi-Gateway website. Log in to Mi-Gateway then go to the Clients tab.
If you have a problem that you cannot solve, our support team will be able to assist. With your permission, you can enable one of our support staff to gain access to your device and help you solve your problem. TeamViewer is a third-party application that allows us to remotely access your device. You will…