Enhancements

Fee presentation simplified

To create a cleaner and easier-to-explain Investment Proposal, platform administration and adviser fees will now display as percentages only.

The Rand value associated with these fees has been removed from the Proposal document to support clearer client conversations and a more streamlined presentation.

Fund Fact Sheets attached to proposals

Advisers can now attach Fund Fact Sheets directly to Investment Proposals.

‍This enhancement makes it easier to provide supporting investment information within a single client-ready document. This can be done during the Quick Quote, New Business and Top Up journeys.

Living Annuity income clarity

Living Annuity Investment Proposals now provide a clearer reflection of expected client income.

Where applicable, annuity income displayed on the Proposal now reflects the amount that will be invested after initial adviser fees have been deducted.

Primary adviser fee split indicator

We have introduced additional visibility within the Advice Fee Split journey during New Business onboarding.

‍A pop-up indicator will now appear when a primary adviser other than yourself is selected, helping ensure the correct adviser receives ongoing fees due.

Passport detail auto-removal

We continue to simplify and streamline online onboarding journeys.

‍When a passport number is removed from a profile, the associated passport expiry date and country of issue fields will now automatically clear as well.

Historical performance reporting support

Additional historical performance reporting is available to support greater continuity and visibility across client investment journeys.

‍Detailed since-inception performance reports can be generated on request, including for investments where administration has moved from the STANLIB LISP to the INN8 Investment Platform as part of the Elevate programme. These reports are available for both migrated and non-migrated accounts where required.

Automatic adviser notifications – not just activations

We have introduced automatic adviser notifications when a client activation email is sent from the INN8 Investment Platform.

This enhancement improves visibility during onboarding and helps advisers stay informed throughout the client activation journey. This enhancement forms part of our broader focus on improving onboarding transparency, reducing uncertainty and creating better visibility across digital servicing journeys.

Increasing collection limits to R2 million

We have increased our maximum collection amount from a client’s South African bank account to R2 million per instruction.

‍This is to align with current Payments Association of South Africa (PASA) regulations. Amounts above R2 million will automatically require an EFT for the balance amount. The New Business and Top Up journeys now supports split payment methods between Direct Debit and EFT where required.

Faster login and password journeys

We are improving the registration, login and password reset journeys by introducing password visibility functionality across the INN8 Investment Platform.

This enhancement helps reduce failed login attempts caused by keyboarding or typographical errors. Simpler login journeys, fewer password frustrations and faster platform access.

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INN8 is a registered trademark of STANLIB Wealth Management (Pty) Limited, an authorised Financial Services Provider, with licence number 590 and registered office residing at 17 Melrose Boulevard, Melrose Arch, Johannesburg, 2196.