During our technology upgrade we have worked closely with Assyst to make sure your electronic valuations continue to work as usual.
Updating your software
Together with Assyst we have ensured that all the required updates will be taken care of so you can relax without any interruptions.
Updating your username and password
Your username and password to access valuations through Assyst has 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 shall provide a file that matches the old account numbers with the new ones. This file will be used by a Migration utility in client-Assyst’s System Manager to update matched existing accounts with the new account numbers. For more information on how to do this, please follow the instructions in this guide (available shortly).
For clients that currently hold both crystallised and uncrystallised holdings in our Collective Retirement Account, we will be creating separate accounts to hold each of these components.
Where the file indicates that an extra account is needed to store crystallised or uncrystallised holdings, client-Assyst’s Migration utility will create a new record with the new account number: this new record will use the Subtype field to indicate what type of holdings it contains.
If you have any questions or need any help, please contact Assyst support using the following details.
☎ 01793 845511