To appoint a new financial adviser, you are able to complete a Change of Servicing Adviser form. This form can be wet signed or digitally signed by the client. Please note that for Trust accounts, these instructions will need to be signed by the Trust, not the underlying member.
The new adviser is required to have terms of business with us in order to be appointed on our platform. If the adviser needs to set up terms of business, they can contact [email protected]. Once they have terms of business, and have an adviser account on the platform, they will be able to access the Change of Servicing Adviser form under the ‘Servicing Documents’ tab in ‘Documents.
If the adviser change is internal, for example, appointing a different adviser at the same firm, we are happy to accept notification of this via email at [email protected].
Please reach out to explain the change in adviser, and to let us know what the ongoing fee is to be.
