We are committed to keeping you and your clients informed throughout our technology platform upgrade and we want to ensure you’re prepared with the right information to answer your clients’ questions. As part of that commitment, here’s a summary of what we’re planning to send to your clients.
| Date | Communication | Content summary |
| 11 January 2021 | Client letter | Letting your clients know the date of our technology platform upgrade, the benefits to them, and key changes to their particular investments. |
| 11 January 2021 | Brochure – We’re upgrading the technology that powers your investments | An overview of what’s changing and when, and details of the new features and improvements. |