Administrator training plan

Our technology has been designed to link your client’s accounts or bonds together under a single customer reference or ‘Head Account’.

There are a small number of instructions where a paper form will be required, the most common of which are detailed in this article.

This summary pdf document outlines the benefits of our Transfer Tracker when funds are being transferred from another provider.

This step-by-step summary explains how you can view and create commission and fee statements online.

Our two sets of account details, one for ISA and Collective Investment Accounts, the other for Collective Retirement Accounts and Collective Investment Bonds.