During our technology upgrade we have worked closely with True Potential to make sure your electronic valuations and electronic commission and fee reconciliation continue to work as usual.
Updating your software
- Together with True Potential we have ensured that all the required updates to your software have been taken care of, so you can relax without any interruptions.
Updating your username and password
- Your username and password to access valuations through True Potential will not change; therefore you do not need to do anything to update your details.
Updating your account numbers
As part of the move to our new technology we will be issuing new account numbers for all existing accounts. These numbers will be communicated to True Potential so they can make the updates on your behalf, and this will happen automatically over the migration period.
For clients who currently hold both crystallised and uncrystallised holdings in our Collective Retirement Account, we will be creating separate accounts to hold each of these components.
You will be required to add these extra accounts to your True Potential system in order to receive valuations on them. You can contact your True Potential Account Manager for any assistance with this.
If you have any questions or need any help please contact True Potential Support using the following details.
☎ 0191 242 4876 (Option 1)