Commspace

How to navigate the portal and download the required commission statements to import into Commspace.

Discovery commission statements

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

Allan Gray: Downloading the Book report / Client List

Downloading an Allan Gray "Fee statement" in Excel format

Allan Gray:  Downloading the correct statement for import

My bank transaction(s) does not reconcile to my commission statement.

Allan Gray

Downloading Infoslip viewer, as well as the commission statement from the Infoslip

Liberty Life: Downloading Infoslip viewer and the correct statement for import

You can download Sanlam statements in PDF and .csv format.

Sanlam: Downloading the correct statement for import

Downloading a Momentum statement in Excel format

Momentum: Downloading the correct statement for import

Downloading PPS Investment statements in Excel format

PPS Investments: Downloading the correct statement for import

Satrix: Downloading the statement for import

Downloading Marriott statements in Excel format

Marriott: Downloading the correct statement for import

Downloading Old Mutual statements in Excel format

Old Mutual: Downloading the correct statement for import

How to download a Cardinal commission statement.

Cardinal statement download

My commission statement doesn't seem to reconcile - how do I fix that?

Hollard Life

Elsa Stadler

Amanda de Bruyn

Leoni Du Plessis

Specific providers' commission statements

Find answers and get help from Intercom Support and Community Experts

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