Client login

About the client portal

"I am an investor with [CIPL] and in the past, have found it frustrating that I could not print out my reports at home. Have just used the new system and it is great! Well done."

CIPL client

CIPL’s Client Portal enables you to view your portfolio online. Behind the scenes is an in-house designed Portfolio Administration System (Pas) which enables you to view, manage and administer your investments online. You can also use the client portal to run taxation, income and performance reports that are required by accountants. These reports are available for downloading at the end of each quarter; however arrangements can be made with the office to email the reports as well.

You will find the Pas client portal a practical and convenient tool to track transactions in your cash accounts and movements in your portfolio.

For more information about the client portal you can download the Client Portal User Guide (PDF) or contact us.