We’re going to write to your clients well in advance of the move to our new technology, to let them know about the upcoming changes, to confirm the migration date and provide access to their new Terms and Conditions – they will begin receiving this communication in the coming days.
You will receive a copy of both these communications in advance and you can also access copies here.
In order to minimise customer queries coming into your business, we recommend you let your clients know what is happening before they receive our first letter.
As your clients will begin receiving their letters shorty, we have produced some wording below which can be used to let your clients know you’re fully aware of the change and that there’s no action that they need to take. You might like to email this message to them in the coming days, to ensure they receive your personal update before our letter reaches them.
Please note that Old Mutual Wealth cannot accept responsibility for the text below meeting your own regulatory requirements. You should arrange for the necessary approval within your firm.
Old Mutual Wealth is going to be writing to you shortly to let you know about an upcoming upgrade to the technology on which your accounts are managed by us and them, due to take place in the coming weeks. This is good news, because it means I will be able to give you more choice and flexibility when it comes to managing your investments in the future.
After reading the letter and supporting brochure, there’s nothing you need to do. Once this has been completed, we can then talk in more detail about how the upgraded technology can benefit you. In the meantime, if you have any questions, please do not hesitate to contact me.