Client Management
- What happens if my client passes away?
- Why do we sometimes reach out for additional client information?
- Does the platform accept non-UK nationals?
- How do I flag a vulnerable client?
- How do I add employer details to a client profile so that the employer can make regular contributions?
- Can I create accounts for a client who lives abroad?
- What do I do if my client moves abroad/overseas?
- How can I reset a client’s login for the client portal?
- Is there a minimum amount that needs to be held in cash?
- Can I delete a client from the platform?
- How do I manage clients who have a Power of Attorney in place?
- How can I transfer a client from one adviser to another within my firm?