Your clients’ investments, account numbers, and income payments
question
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Can I make an ISA contribution for this tax year end and next tax year before 6 April?
If you wish to make a contribution for next tax year, you can arrange to do so either by setting ... -
Where can I find this year's tax year end deadlines?
You can access our tax year end deadline dates, a range of tools and find out how our newly enhan... -
My client has a Power of Attorney on their account(s). What can attorneys view online and can their access be removed?
Where a Power of Attorney (PoA) has been sent to us, it will be registered on our new system whet... -
How do I transfer money from an ISA, CIA or CIB to a CRA?
To instruct a transfer between these accounts, you will need to complete and post a withdrawal fo... -
Will my clients income payments continue as normal?
Yes. There will be no changes to the amount or frequency of income payments for clients who are t... -
Will my clients be given new account numbers?
Yes. These will be provided to your clients after migration. In the interim they can continue usi... -
Will my clients’ regular investments continue as normal after migration?
Yes. Their Direct Debits will continue as normal. Your clients may notice a change to our bank de... -
Why do my clients have more than one Collective Retirement Account (CRA)?
We are making it easier for you to manage uncrystallised and crystallised assets separately. To d... -
Will my clients see the names of my model portfolios on their documents?
Yes. Previously the name of the model portfolio was not visible on client documentation. In futur... -
Can I change the dates my clients pay their regular investments?
Yes, after migration you can change the date we collect their Direct Debit to any day from the 1s... -
Can I change the dates my clients are paid their income?
Yes. After your client’s accounts have been moved to the new technology platform it will be possi...