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To access the Customer Portal, Login via

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Presentation on theme: "To access the Customer Portal, Login via"— Presentation transcript:

1

2 To access the Customer Portal, Login via
To access the Customer Portal, Login via the Internet on:

3 Click on Online Servicing

4 Login In if you are already a Liberty Life Online User with your Login Name and Password
..or, if you are a first time user, register as a new user by following the detailed Registration process You will receive a Registration Confirmation from Liberty Life Policy Holder Servicing. Should you experience any problems logging in, please call our Contact Centre on or send an to:

5 Once you have successfully logged on, the following screen will be displayed.

6 Enquire on a Premium History
There are several options available for you to choose from: You can View your policy information and Values Or you can enter the Changes menu to do limited servicing on your policy Enquire on a Premium History Call for Duplicate Tax Certificates

7 View Policy Information with Values

8 Enquire on a Premium History

9 Changes – the following changes are available on your policy

10 Duplicate Tax Certificates

11 Policy Documentation – This option is only available for policies issued from August 2009, excluding Multi Access Endowments and International Capital Bonds

12 Thank you In all instances you will be able to view:
Summary Policy Document New Business Quote General Terms and Conditions If you have a Risk Policy you will be able to view: Medical Information Supplied Thank you

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