Common use of Accessing Your Account Clause in Contracts

Accessing Your Account. ‌ 8.1 As a Customer you will be given access to view your Account online. This can be accessed with your email address and your password. For security reasons these are sent to you by email to the email address provided by you. It is your responsibility to keep all your Account details including your password safe and secure and ensure they cannot be accessed by others. 8.2 We will take all reasonable steps to ensure your Account can be viewed via the Wealthify website or mobile app at any time. There will be times when we need to interrupt our online service to perform maintenance. 8.3 Your online Account will allow you to view details of your Plans, for example, where your money is invested and the investment values. It also has an online Document Library that allows you to view Account literature. 8.4 The investment values that appear on your Account are not real time. There is typically one (1) working day delay due to funds updating their prices. Whilst we try to ensure the complete accuracy of the values, there may at times be circumstances outside our control that means the number is not accurate. 8.5 Any Instructions to change personal details or contact details on your Account may be made by you. It is important that you maintain the email address we have for you to ensure that any important communications or alerts are received. You should also make sure that your email settings are set up to receive emails from us. 8.6 If you open multiple Plans, you will automatically be able to view all the details and documents for the new Plan under the same Account. 8.7 You must tell us immediately if you do not recognise any transaction within your Account.

Accessing Your Account. ‌ 8.1 As a Customer you will be given access to view your Account online. This can be accessed with your email address and your password. For security reasons these are sent to you by email to the email address provided by you. It is your responsibility to keep all your Account details including your password safe and secure and ensure they cannot be accessed by others. 8.2 We will take all reasonable steps to ensure your Account can be viewed via the Wealthify Weathify website or mobile app at any time. There will be times when we need to interrupt our online service to perform maintenance. 8.3 Your online Account will allow you to view details of your Plans, for example, where your money is invested and the investment values. It also has an online Document Library that allows you to view Account literature. 8.4 The investment values that appear on your Account are not real time. There is typically one (1) working day delay due to mutual funds updating their prices. Whilst we try to ensure the complete accuracy of the values, there may at times be circumstances outside our control that means the number is not accurate. 8.5 Any Instructions to change personal details or contact details on your Account may be made by you. It is important that you maintain the email address we have for you to ensure that any important communications or alerts are received. You should also make sure that your email settings are set up to receive emails from us. 8.6 If you open a multiple Plans, you will automatically be able to view all the details and documents for the new Plan under the same Account. 8.7 You must tell us immediately if you do not recognise any transaction within your Account.