Why does my client’s statement only show some of their accounts?
Your client will receive a separate statement for each customer reference they have on our new te...
Will my clients receive new Terms and Conditions?
Yes. All existing clients were made aware of the changes to their Terms and Conditions in a lette...
Where can I access a new copy of the Terms and Conditions for my client?
Copies of the new Terms and Conditions can be viewed here. You can also access a summary of the c...
Will the move to the new technology platform result in changes to my Terms of Business?
Yes. There are some updates to our Terms of Business. View a copy of the new Terms of Business.
Where can I access a copy of my updated Terms of Business?
You can view a copy of your updated Terms of Business here.
How can I reduce the amount of paperwork my clients receive?
If you would like to reduce the amount of paperwork your clients receive you can encourage your c...