Why am I seeing a ‘life fund tax charge’ (LFTC) on my client’s account?
How can I view historic transactions on my client’s account?
Why do I not see model portfolio rebalancing when accessing transactions and cash?
There is a ‘cash consolidation’ transaction on my client’s account. What does this relate to?
There is an ‘upgrade balance adjustment’ on my client’s account. What does this relate to?
Why am I seeing more adjustments and transactions on my clients’ accounts than I am used to?