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 What is the maximum amount that can be withdrawn from an I... -
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... -
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 acc... -
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 c... -
Your clients’ investments, account numbers, and income payments
Will my clients income payments continue as normal? Will my clients be given new account numbers?... -
Statements, Contract Notes and Terms and Conditions
Why does my client’s statement only show some of their accounts? Will my clients receive new Term... -
Adviser Fees, Commission and Old Mutual Wealth Charges
Why am I receiving two fee and commission payments from you? Will there be any changes to your ch... -
Model portfolios
Will my existing model portfolios be migrated over to the new system? When I edit my model portfo... -
Illustrations
Will I still need to contact you to get some illustrations? Is it going to be easy to produce a '... -
Transactions on your clients’ accounts
Why am I seeing a ‘life fund tax charge’ (LFTC) on my client’s account? My client’s transaction h... -
Uscan
What types of Uscan reports are available? What enhancements have you made to Uscan? Are there an...