For clients
Client Login
Sign in to see your statements and documents. Moneybee sets up each account.
Investor Centre
For distributors
Distributor Login
Moneybee opens distributor accounts on request.
Documents
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Investor Charter
Investor Charter
Date to followAvailable on request
Disclosures
Disclosures
Date to followAvailable on requestRisk Disclosures
Date to followAvailable on requestPolicies
Date to followAvailable on request
Grievance Redressal
Investor Complaints
Date to followAvailable on requestGrievance Redressal
Date to followAvailable on requestSCORES
Date to followAvailable on requestODR
Date to followAvailable on request
Forms & Documents
Forms & Documents
Date to followAvailable on requestPMS Disclosure Document
Date to followAvailable on requestAIF Documents
Date to followAvailable on request
Enquiry
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Questions about Moneybee, the PMS or the AIF. Choose the topic on the form and the team gets back to you.