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  3. Transactions on your clients’ accounts

Transactions on your clients’ accounts

question

  • Why am I seeing a ‘life fund tax charge’ (LFTC) on my client’s account?
    As both our Collective Retirement Account and Collective Investment Bond products are administere... August 06, 2020 14:29
  • My client’s transaction history on the online Customer Centre is showing an ‘unknown’ transaction. What does that mean?
    If you have moved assets into or out of a model portfolio, or your client has crystallised one of... August 06, 2020 11:08
  • How can I view historic transactions on my client’s account?
    The transactions tab, which can be accessed when viewing one of your client’s accounts, will show... October 28, 2020 16:31
  • Why do I not see model portfolio rebalancing when accessing transactions and cash?
    Our new technology views each model portfolio as an asset in itself and therefore does not show r... August 06, 2020 11:09
  • There is a ‘cash consolidation’ transaction on my client’s account. What does this relate to?
    As you know, our new system provides you with improved access to cash. For migration purposes it ... August 06, 2020 11:09
  • There are a series of ‘upgrade balance adjustments’ on my client’s account and statement . What does this relate to?
    Our new system provides you with improved access to cash. This cash facility operates using a run... March 02, 2021 16:17
  • Why am I seeing more adjustments and transactions on my clients’ accounts than I am used to?
    We occasionally have to make adjustments or corrections to your clients’ accounts, for example to... August 06, 2020 11:10
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