Help

Jeremy's clients use it free, forever. Your Prudential policies are linked by the agency and your units sync automatically every day — there is nothing for you to type in.

Everyone else can create an account with a 7-day free trial (card required, and the trial converts to your chosen plan automatically unless you cancel first). After the trial it costs RM49.99/month or RM499.99/year, and you enter your own policies and units.

Anyone — client or subscriber — can also track policies from other insurers by adding them themselves.

In Dashboard, click Add policy. Choose the insurer (Prudential, PruBSN, AIA, Allianz, Great Eastern, Hong Leong, Etiqa, Sun Life, Zurich, Tokio Marine, Manulife, FWD or Other), pick or type the fund, and enter your units.

Where do I find my units? Your latest annual policy statement lists each fund and the number of units you hold. Prudential policyholders can also see this in Prudential's customer portal or app. Enter the units and the statement date; update them whenever you get a new statement.

Leave the units blank to watch a fund without tracking a holding — you'll see its price move without any RM value. Policies you add yourself can be edited or deleted at any time; policies linked through Jeremy's agency are read-only here.

Fund prices come from Prudential's published fund price page and other public sources. They may lag real time by a day or more — published fund prices always reflect the previous valuation day.

Valuations in the portal are estimates calculated from the unit prices shown and the units you (or, for clients, the agency) entered. Self-entered units are your responsibility. Your official policy statement is the authoritative value.

Start with a 7-day free trial — card required. Unless you cancel before the trial ends, your subscription starts automatically: RM49.99 per month or RM499.99 per year (pay for 10 months, get 12), billed securely through Stripe in Malaysian Ringgit. We email you a reminder 2 days before your trial ends.

Cancel anytime from Settings → Manage billing. Cancelling during the trial means you are never charged. Cancelling during a paid period stops future renewals: your access continues until the end of the period and there are no refunds for part-used periods.

We collect only what's needed to run the portal: your name, email, sign-in records, and the policy details you enter (for Jeremy's clients, policy data comes from the agency's systems). Payments are handled by Stripe — card details are never stored by us. Read the full Privacy Notice.