DIGITAL
PLATFORM
GUIDELINES

Find all you need to know about the digital transaction channels available for Unit Trust investors as we shift from paper to digital.
We’ll also guide you on how to keep safe while transacting online.

STANLIB
Online

STAN the
Interactive Chatbot

Interactive Voice
Response Service

Why Go Digital?

Everything
happens faster

Transactions
happen smoothly

Information
is safer

We
save space

The
planet wins

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STANLIB ONLINE

How to log in

Simply visit https://secure.stanlib.com, type in your username and password and click on one of the Unit Trust tiles on the dashboard.

First time users

Advisers can create and submit a new client application in less than 10 minutes. No signatures or paper required, client approves via SMS.

Having trouble?

If you experience any difficulty logging in or registering, we may need to update your details. Please send an email to contact@stanlib.com and we will assist

HOW TO TRANSACT ONLINE

Navigate our online transaction platform available for Unit Trusts. Each guide offers a short tutorial on how to complete the transaction digitally, in minutes. No paper. No signatures and no delays.

SUBMIT A NEW BUSINESS APPLICATION

Advisers can create and submit a new client application in less than 10 minutes. No signatures or paper required, client approves via SMS.

WITHDRAW MONEY WITH EASE

Withdraw funds on behalf of clients. Clients approve via sms and the money is paid out into the bank account on record.

SWITCH MONEY BETWEEN FUNDS

Easily switch from one fund to another within the same portfolio.

DEPOSIT INTO EXISTING FUNDS

Effortlessly add money to existing funds as a once off debit or ongoing debit order to your portfolio.

TRANSACT ONLINE, IT'S SAFE AND EASY.

Online transactions are fast, easy and safer than you think. That said, it’s good to keep safety in mind when transacting and
communicating online.

STAN, THE INTERACTIVE CHATBOT

Our Chatbot STAN, will not rest until he has answered all your Unit Trust queries.

He is constantly learning and evolving to improve your experience. 

STAN CAN HELP
YOU TO:

  • Check your unit trust investment balance.
  • Get a statement on your account.
  • Download tax certificates and other documentation.
  • Withdraw from your unit trust investments. 
  • Quickly answer frequently asked questions.
  • Connect you with a service professional for any queries he can’t answer.
  • Coming soon: Instant deposits and switches

INTERACTIVE VOICE RESPONSE

If you do not have internet access, we’ve set up an interactive voice response service that will allow
you to have your Unit Trust investment balances, tax certificates and statements quickly sent to you.
Simply dial 0860 123 003 and follow the prompts.

It’s time
to get online

Haven’t registered to use online portal yet, or
haven’t been online in a while?
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