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Visit the <a href="https://www.allangray.co.za" target="_blank" rel="nofollow noopener noreferrer">Allan Gray advisor portal</a> in your browser and sign in with your advisor credentials.

Select Practice and go to Data Downloads

Select Detailed client account listing

Choose Client Personal Details from Data File list

Confirm your navigation by selecting Generate more OR View generated reports

View your data by selecting the applicable file type (Client personal details) and clicking on Download reports.

The selected information will now download in Excel format

Downloading a 'Fund Level' Allan Gray Book Report / Client List

Allan Gray: Downloading the Book report / Client List

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