You can instruct the following changes to a user within your firm:

• Change of name and/or email address
• Add/remove visibility of specific Advisers and their client records
• Add/remove the permissions to create, edit and rebalance models

We require an email from a Firm Admin or someone who holds SMF on the FCA register to servicecentre@soderbergpartners.com confirming the change's to be made. Where it is a request to permit access to a specific Adviser’s clients, we can also receive the request from the IFA user. If you are requesting additional model portfolio permissions, we will grant this provided that there is another user within the firm who has this level of access already. If no one in the firm has previously had access to create, edit or rebalance models, at least one person from your firm must complete a short training session first.