Instruction |
Accepted |
Not Accepted |
New benefit instruction |
|
![tick](../Images/tick.gif) |
Amendment to benefit instruction received,
but not in income withdrawal |
|
![tick](../Images/tick.gif) |
Subsequent tranche instructions |
|
![tick](../Images/tick.gif) |
Age admittance |
|
![tick](../Images/tick.gif) |
Investment dealing (including switches/encashments) |
|
![tick](../Images/tick.gif) |
Amendment to an existing tranche of drawdown |
![tick](../Images/tick.gif) |
|
Change of IFA address |
![tick](../Images/tick.gif) |
|
Change of client address |
![tick](../Images/tick.gif) |
|
Change of agency (IFA) |
![tick](../Images/tick.gif) |
|
Amendment to online user's list of clients |
![tick](../Images/tick.gif) |
|
Adviser charge queries |
![tick](../Images/tick.gif) |
|
General queries |
![tick](../Images/tick.gif) |
|
Change of personal details |
![tick](../Images/tick.gif) |
|
Instruction to transfer money to investment manager |
![tick](../Images/tick.gif) |
|
Valuation request |
![tick](../Images/tick.gif) |
|
Transaction report request |
![tick](../Images/tick.gif) |
|