Dear Client,
Following receipt of feedback from our partner firms, we will be releasing this evening (Thursday 8 October 2020) a service upgrade for the Adviser Portal, the content is outlined below:
Dual Nationalities and multiple taxation Identification Numbers. Allowing the capture of more than one nationality and tax number for an investor to allow for dual nationality
Partial Transfers. The ability to select the partial transfer option when performing a transfer in has been removed for all product types. This change has arisen due to the facility not being supported by our main electronic transfer service for GIA and ISA movements (ATG)
Adhoc Fees for 3rd Party Products. We now have corresponding one-off charges available for all third party products. These fees can be entered via the Add Charges function. The 3rd Party Product procedure guide provides an explanation of the payment cycle
Company reports - retention of reports. Introduced the option to only display the last 30 days of reports, the time period can now be changed to better meet business needs
Company reports - access to reports at platform level. For those Administrators with permission to access MI reports at platform level, these can now be accessed through the “sub customer/IFA” menu cog
Statement Download. The CSV download function in the Statement screen now extracts all results from all pages and not just the one currently being viewed
Direct Debit change of date. We have fixed a validation error that was preventing a ‘DD date change only’ amendment from being progressed
Login error to VOBO or investor portal. Previously, if an investor’s name contained an apostrophe character then the investor portal (or VOBO) failed to load. This anomaly has now been corrected
Searching by name where hyphens are present. A hyphenated surname can now be searched for in the adviser portal
Transfer Authority Form. Improved the format of transfer forms to show both investor details for joint accounts. Also addressed alignment issues in the layout of the form
Illustrations to now include one-off withdrawals. Illustrations have been enhanced to include one-off withdrawals
The ability to link one bank account across multiple investment accounts for an investor. An error preventing the use of one bank account across multiple investment accounts for an investor has now been resolved
The ability to conduct an internal transfer that involves a Court Appointed Deputy (CAD). We have enhanced functionality for Court Appointed Deputy accounts to allow internal transfers between accounts
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