Book Reports Status

Product data are received either monthly or daily from suppliers. Where suppliers send data on a monthly basis, the data is received at the beginning of the new month containing the previous month's data. Where data are received daily, the data is up to date as to the previous day. Currently all monthly data should be up to date for April. Daily data will be up to date for May. Please forward any questions to maintain.mypractice@psg.co.za.

Services	November	December	January	February	March	April
Invest
AIMS	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Allan Gray (Month End Values)	Not Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Allan Gray LISP & UT	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Ashburton International	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Ashburton Local	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Cadiz	Not Uploaded	Not Uploaded	Not Uploaded	Not Uploaded	Not Uploaded	Not Uploaded
Coronation Offshore	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded
Coronation RA	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded
Coronation UT	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded
Discovery Invest	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded
FNB Stockbroking & Portfolio Management (FNB SPM)	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
FNB Wealth & Investments	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Glacier	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Glacier International	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Glacier Month End	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Gryphon	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Investec CCM	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Investec Offshore	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Investec Wealth & Investments (Division of Investec Securities)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Marriott	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Momentum Collective Investments	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Momentum Wealth International	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Momentum Wealth LISP	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Nedbank (Corporate Saver)	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Nedgroup Investments UT	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Ninety One (Investec LISP)	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Ninety One UT	Not Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Old Mutual International	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
PPS Investments	Not Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Prescient Investment Management	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Prudential (M&G Investments)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
PSG Asset Management (Unit Trust/Manco)	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
PSG Online BDA	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
PSG Wealth (LISP Annuities)	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
PSG Wealth (Month end values)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
PSG Wealth Invest	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Sanlam Collective Investment	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Stanlib	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Stanlib Offshore	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Stanlib Unit Trust	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Sygnia	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
EB and Health
Allan Gray EB	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Bonitas Medical Aid	Not Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Discovery Health	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Discovery Life Group Risk (EB)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Fedhealth	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Genesis Medical Aid	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Liberty EB	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Medihelp	Uploaded	Not Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Medshield	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Momentum EB	Uploaded Weekly	Uploaded Weekly	Uploaded Weekly	Uploaded Weekly	Uploaded Weekly	Uploaded Weekly
Momentum Health	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Profmed Medical Aid	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Sanlam EB Pension	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Sanlam EB Provident	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Sanlam EB Umbrella	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Sizwe Medical Aid	Uploaded	Uploaded	Not Uploaded	Not Uploaded	Uploaded	Not Uploaded
Suremed	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Umvuzo Health	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Life & Risk
Discovery Life	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
FMI	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Hollard Life (Owner & Premiums Only)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Liberty	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Momentum Investo	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Momentum Life (Role-players)	Not Uploaded	Not Uploaded	Not Uploaded	Uploaded	Uploaded	Not Uploaded
Momentum Myriad	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Momentum PDS	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Old Mutual (Life & Wealth)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
PPS Life	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Sanlam Life	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Other
PSG Asset Management Solutions Commission (Local)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
PSG Asset Management Solutions Commission (Offshore)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
PSG Wealth Annual Benefit Statements	Not Uploaded	Not Uploaded	Not Uploaded	Uploaded	Uploaded	Not Uploaded
PSG Wealth Quarterly Statements	Not Uploaded	Not Uploaded	Not Uploaded	Uploaded	Uploaded	Not Uploaded
PSG Wealth Solutions Commission	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Transactional Data: PSG Asset Management	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Transactional Data: PSG Online	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Transactional Data: Allan Gray	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Transactional Data: Glacier	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Transactional Data: Investec	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Transactional Data: Momentum Wealth LISP	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Transactional Data: PSG Wealth	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Short Term Insurance
ABSA Insurance Company	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
AC & E Underwriting Managers	Updated	Updated	Updated	Updated	Updated	Not Uploaded
Ambledown (Complimed Gap Cover)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Auto and General	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
CIB	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Commercial & Industrial Acceptances UMA (CIA)	Uploaded Weekly	Uploaded Weekly	Uploaded Weekly	Uploaded Weekly	Uploaded Weekly	Uploaded Weekly
Cross Country Insurance	Uploaded	Uploaded	Not Uploaded	Not Uploaded	Uploaded	Not Uploaded
CTU (Clarendon Transport Underwriters)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
CycleSure	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Discovery Insure	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Echelon	Uploaded Weekly	Uploaded Weekly	Uploaded Weekly	Uploaded Weekly	Uploaded Weekly	Uploaded Weekly
Garage Sure	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Guardrisk Allied Products and Services	Updated	Updated	Updated	Updated	Updated	Not Uploaded
Health & Accident Underwriting Managers (H&A)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
HIC/HIU	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Hollard Insurance Company (Platform)	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
Hollard Specialist Insurance (Regent)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Hospitality (BnB Sure)	Not Uploaded	Not Uploaded	Not Uploaded	Not Uploaded	Not Uploaded	Not Uploaded
Kaelo (Health)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Kaelo Xelus Pty Ltd (Gap Cover)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
KEU Underwriting Managers	Updated	Updated	Updated	Updated	Updated	Not Uploaded
Landmark	Not Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Leppard Underwriting	Updated	Not Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Merx Commercial Underwriters	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Mirabilis	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Momentum Short Term Insurance	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
MUA	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded	Not Uploaded
Old Mutual Insure (Mutual & Federal)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
One Insurance Underwriting Managers (Pty) Ltd	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
PSG Insure	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily	Uploaded Daily
RSUM UMA	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Safire	Uploaded	Uploaded	Uploaded	Not Uploaded	Uploaded	Not Uploaded
Santam	Not Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Sirago GAP Cover	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Unity	Uploaded	Uploaded	Not Uploaded	Not Uploaded	Uploaded	Not Uploaded
VUM (UMA)	Uploaded	Not Uploaded	Not Uploaded	Uploaded	Uploaded	Not Uploaded
Western National (Annual policies)	Not Uploaded	Uploaded	Not Uploaded	Uploaded	Uploaded	Not Uploaded
Western National (Monthly Policies)	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded
Zenith	Uploaded	Uploaded	Uploaded	Uploaded	Uploaded	Not Uploaded