In order to delete a clients account:
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 ”delete account’’
● Person ID and/or Account IDs that need deleting
● An explanation (for audit purposes) why these are to be deleted.
In order to merge a clients accounts:
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 ”delete account’’
● Person ID and/or Account IDs that need merging
● An explanation (for audit purposes) why these are to be deleted.
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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