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... -
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... -
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... -
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... -
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 ... -
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... -
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...