On the new technology platform, automatic rebalancing now operates at model portfolio level, rather than account level.
If you have clients with automatic rebalancing on their accounts, to ensure their instructions can continue, we have created a bespoke model portfolio that matches the rebalancing instruction that your client has given.
You will be able to identify the model portfolio as it will carry your client’s initial, surname, account number, and rebalancing frequency as the model portfolio name (e.g. “J SMITH 100012345 Y Rebal”).
Find out further information on automatic rebalancing and how it has been migrated.
For financial advisers only