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How do I request removal of an adviser?
As an adviser-led business, we do require all clients to have an appointed financial adviser....
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What if I’ve lost contact with my adviser?
If you’re unable to reach your adviser or you’re no longer receiving advice, please contact...
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How do I register a power of attorney?
If you have appointed a power of attorney and wish to update your records with...
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How do I change my email address?
Please speak with your adviser to complete a Change of Client Details form. This will...
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How can I make changes to my account details?
We have several forms on the platform which can assist you with changing your address,...
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How do I update my personal details?
Several forms are available on our platform to update your personal details (e.g. to update...
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How do I add a beneficiary to my account?
For a UK SIPP: Complete a Nomination of Expression of Wish form. For a GIA...
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How long do payments take to reach my bank account?
As an international platform, withdrawals are processed via international payment routes, before reaching the client’s...
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How can I withdraw from my account?
Your adviser will be able to submit a withdrawal instruction by locating the correct form...
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How do I log into the platform?
Once your adviser has opened your account, we’ll send you an email invitation to activate...
