Removing a model
To remove a model on 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 “removing a model”
- All Account ID applicable:
- Model ID being removed:
- Model date:
To amend a model without a rebalance
To amend a model on 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 “amending a model”
- All Account ID applicable:
- Model ID being removed:
- Model date:
- New model ID model date:
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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