I-P&B Wealth Portal iyi-portal yedijithali ezinikele yabatshalizimali namalungu e-Polymath & Boffin.
Uhlelo lokusebenza lunikeza abasebenzisi abagunyaziwe indlela elula yokuhlala bexhumene ne-P&B, ukufinyelela ulwazi olufanele, nokulandela izibuyekezo ezihlobene nokutshalwa kwezimali kusuka kupulatifomu eyodwa ezinikele.
Kubatshalizimali, i-portal inikeza ukufinyelela emininingwaneni yephothifoliyo kanye nesitoreji sedokhumenti. Kubo bobabili abatshalizimali namalungu, uhlelo lokusebenza lunikeza izindaba ze-P&B, ukuqonda, izibuyekezo, kanye nolwazi ngamathuba okutshalwa kwezimali akhethiwe.
Izici ezibalulekile zifaka:
Ukufinyelela kwephothifoliyo kubatshalizimali
Isitoreji sedokhumenti yezinto zokutshala izimali
Izindaba nezimemezelo ze-P&B
Ukuqonda nokuqukethwe okuhlobene nokutshalwa kwezimali
Amathuba okutshalwa kwezimali akhethiwe
Ukufinyelela kwi-P&B Wealth Portal kunikezwa yi-P&B kubatshalizimali namalungu afanelekile. Ukutholakala kwezici ezithile kungancika ohlotsheni lwakho lomsebenzisi, izimvume, kanye nobudlelwano ne-P&B.
Ulwazi olutholakala ngohlelo lokusebenza luhlinzekwa ngezinjongo zolwazi kuphela futhi aluhlanganisi izeluleko zezimali, zokutshalwa kwezimali, zomthetho, zentela, noma olunye uhlobo lochwepheshe. Amathuba okutshalwa kwezimali angase ancike ekufanelekile, ukufaneleka, imibhalo, ukuhlolwa kwengozi, kanye nemithetho nemigomo esebenzayo.
Iphothifoliyo, ukuqonda kanye namathuba okutshala imali avela ku-P&B.
Kubuyekezwe ngo-
Aga 14, 2026