Important Information

For security purposes, a Date of Birth check is a critical element of the Summit registration process
- When you register, you will be asked to input a client reference number (see below if you have multiple accounts) and a corresponding Date of Birth.

You will find a ‘client reference number’ and its corresponding Date of Birth on your ‘Welcome to Summit’ statement
- Summit will conduct an immediate check to ensure that the Date of Birth you submit is consistent with Summit’s record of the Date of Birth relating to that client reference number.

If your statement indicates that a Date of Birth has not been provided or if the Date of Birth is incorrect, you should seek assistance before you attempt to register
- In circumstances where a Date of Birth is not recorded or has not been recorded correctly, you should contact the Monitor Money Client Service Unit on 1800 022 808 before you attempt to register.


Please note:
If you have a Managed Portfolio Service (MPS) account (formerly MMS, MOS, MES, IAS, MPE or MPS)
- In the past, Date of Birth information has not been collected for clients with non-superannuation accounts. However, for clients who registered for access to the old Monitor Money client site, Dates of Birth supplied to Monitor Money as part of the old registration process have been passed onto Summit.
- In circumstances where a Date of Birth has not been provided or is incorrect, you should contact the Monitor Money Client Service Unit on 1800 022 808 before you attempt to register.

You will receive multiple client reference numbers
- The Summit system allocates an individual client reference number to each specific service. If you have multiple Monitor Money accounts, you will receive multiple client reference numbers.

You need to use only ONE client reference number (and its corresponding Date of Birth) to register
- If you have multiple accounts, for registration purposes you are advised to select a client reference number that has a corresponding Date of Birth.
- For example, if one of your accounts is an MPS account that does not have a corresponding Date of Birth (see explanation above), you are advised to select an alternative account for registration purposes.

You can arrange to link multiple accounts
- Once you have registered, you can arrange to link multiple accounts so that you have visibility of your total portfolio. Instructions for linking multiple accounts are provided on the Summit system.

Other Information
You are about to access the Summit Online Service. This service is provided to you by ‘Summit’, which not only administers your portfolio but also specialises in providing administration services to a wide range of groups.

For this reason, the Summit site provides links to other Summit product information. This product information relates to other users of the Summit service and has no relevance as far as your Monitor Money portfolio is concerned. If necessary, please contact your financial planner for further clarification.