How do I update a client's personal details?
If your client needs to change the bank account details we hold on file, you can generate a Change of details form, available through Adviser Online under the 'Other Forms' tab where it can be uploaded once signed by your client. Your client can also login via Member Online or they can contact the Call Centre.
To change personal details such as address, email, phone number, your client will need to use the Change of details form, available through Adviser Online under the 'Other Forms' tab where it can be uploaded once signed by your client. Your client can also login via Member Online or they can contact the Call Centre.Back to top
I need to perform multiple transactions, and my client will only be in the office once.
Apart from the Membership application, you can create any other transaction available within Adviser Online at the same time as long as your client's account meets the required criteria relevant to whatever you are requesting (and so long as you have a valid authority on their account). You can then have your client sign the required documents, and you can personally manage when each transaction is submitted, via “Manage transactions”. Alternatively, you can personally manage when you send specific transactions for the client’s digital approval.
In order to give you and your clients the best experience possible, we recommend that you personally manage the submission of individual transactions via Adviser Online.
Our promise to you is that we will process Adviser Online submitted requests as soon as possible.Back to top
How to submit transactions for Other Forms
For transactions that don't appear in the 'Start transactions' tab, go to the 'Other Forms' tab. Download the form and complete it.
Once your client has approved and signed the form, you can securely upload them via the upload function in the 'Other Forms' tab.Back to top