During our technology upgrade we have worked closely with Clever to make sure your electronic valuations continue to work as usual.
Updating your software
Together with Clever we have ensured that all the required updates 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 Clever have not changed, therefore you do not need to do anything to update your details.
Please note: Please do not change your Contract Enquiry password until after the migration. If you do change your password between now and migration, it will not be carried over to the new system and you will need to re-submit the change afterwards.
Updating your account numbers
As part of our technology platform upgrade we have issued new account numbers for all existing accounts. We have already communicated the new account numbers to Clever so they can make the updates on your behalf. This should 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.
As part of the migration process, Clever will create these additional accounts on their site, by cloning the original accounts.
Accounts invested in multiple portfolios
Clever is unable to support unit updates for clients with policies that are invested in multiple portfolios, where the same investments are held. If you intend to set up your clients’ policies in this way, please contact Clever so that they can make the required changes.
If you have any questions or need any help, please contact Clever support using the following details.
Clever Adviser Technology Limited
☎ 01244 346 343