Amending ISA allowance
To amend a clients ISA allowance
Please complete the following information and submit to Fresh Desk on a new ticket using the following title format:
“11 digit* client reference number, client name and adviser firm “amending ISA allowance”
- Account ID:
- What the allowance needs to be amended to:
- Explanation for the amendment:
Business Owner Details
For Internal Use Only:
Business Owner Team: Hubwise CS Management Team
Business Owner Contact Details: #csvhubwiseclientservicemanagement@uk.sscinc.com
Note: All Knowledge Base updates are approved by the Business Owner.
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