We are making every effort to keep you informed throughout our technology platform upgrade and this includes both printed and email communications.
Here’s a summary of the printed communications we will be sending to you.
| Date | Communication | Content summary |
| 7 January 2021 | Adviser letter | Letting you know about our technology upgrade and the benefits for you and your clients. |
| 7 January 2021 | Adviser brochure – Helping you prepare for our new technology platform | A summary of the new features and improvements, plus a timeline and support information to help you prepare for the upgrade. |
Email communications archive
We’ll be keeping you up-to-date every step of the way. Each week you’ll receive an email newsletter, which will highlight the most important things you either need to know or do. After each email is sent, we’ll store the key articles and links here, so you can quickly access the information you found most useful.
| Date | Subject |
| 06/01/2021 | Get prepared for your migration |
| 07/01/2021 | We’re writing to your clients |
| 13/01/2021 | Exciting changes ahead |
| 20/01/2021 | Are you ready? |
| 03/02/2021 | Critical trading restrictions |
| 08/02/2021 | Activate your login today |
| 15/02/2021 | Trading restrictions begin tomorrow |