How can I set my Investment Preference?
Please note – this option may not be applicable to your plan(s). For further details please contact the Helpdesk.
- Select the “Investment Preferences” tab on the left had side of the screen.
- Select the name of the plan you wish to set your preferences for.
- Click on the “Edit” button.
- Select the relevant provider and asset name.
- Enter the percentages you wish to allocate to each fund and press “+ Add New” to lock in your selection – this must total 100%.
- Once you are comfortable with your selection, click “Continue” and acknowledge the request at your discretion.