Client Management
- 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?
- How can I update a client’s details?
- How can I reset a client’s login for the client portal?
- Is there a minimum amount that needs to be held in cash?
- Within the various online journeys, there is a ‘cash on this account’ figure - what does this include?
- How do we implement a letter of authority?
- 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?