Questions & Answers at a glance
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Instant answers to advisers’ most common questions Some advisers haven’t discovered our Hub yet. Here are the most common answers our Customer Service Centre team is pr...
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Questions & Answers at a glance View our full list of questions and answers Our new technology and migration of your clients’ investments Why are ...
Questions & answers
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Flexi ISA How does flexi-ISA functionality work? What is the maximum amount that can be withdrawn from an ISA and replenished w...
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Our new technology and migration of your clients’ investments Why are you upgrading your technology platform? Will all advisers be moved to your new technology platform? What addi...
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Preparing for migration and accessing the new system Can I use the same login to access the new technology platform? Will I have the same level of access after the move? ...
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Your clients’ access to the online Customer Centre Will my clients be able to use their existing login details for the online Customer Centre? How can my clients regist...
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Your clients’ investments, account numbers, and income payments Will my clients income payments continue as normal? Will my clients be given new account numbers? Will my clients’ re...
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Statements, Contract Notes and Terms and Conditions Why does my client’s statement only show some of their accounts? Will my clients receive new Terms and Conditions? Wh...