During 2023 Bellbuoy introduced new client relationship management software.

We are so excited about the opportunities and transparency that this shift brings.

Please view our short introduction on the software and download the handy tutorial, for both owners and scheme executives (trustees, excom, directors), for our new online customer platform.

We encourage all users to register as soon as possible, if not already done, and to use the system to, inter alia, retrieve invoices and statements and to view and / or download scheme specific information.

For scheme executives, our system provides additional information such as financial reports and provides a facility for you to authorise payments, online, 24/7.  Please note that we have now opened the scheme executive authorisation function whereby invoices will be authorised online.

Please refer to the tutorial for further information and advice and where necessary contact your portfolio manager.